Civic Intelligence

Ashwood Waldorf School

990 • Fiscal year 2019 • EIN 22-2717805

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

Organization ProfileWWW.ASHWOODWALDORF.ORG
180 Park StreetRockport, ME 04856

(207) 236-8021

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.51x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.71x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$72,023

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-5.5%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$1,362,450

Up $19,719 (+1.5%) from 2018

Net Assets

Up

$672,825

Up $47,445 (+7.6%) from 2018

Liabilities

Down

$689,625

Down $27,726 (-3.9%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin51st percentile

Revenue

Down

$972,445

Down $56,252 (-5.5%) from 2018

Expenses

Down

$939,613

Down $63,422 (-6.3%) from 2018

Net Income

Up

$32,832

Up $7,170 (+28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,696,893Liabilities 2011: $761,782Net Assets 2011: $935,1112011Assets 2012: $1,475,560Liabilities 2012: $704,863Net Assets 2012: $770,6972012Assets 2013: $1,442,157Liabilities 2013: $750,758Net Assets 2013: $691,3992013Assets 2014: $1,414,189Liabilities 2014: $776,626Net Assets 2014: $637,5632014Assets 2015: $1,389,270Liabilities 2015: $742,203Net Assets 2015: $647,0672015Assets 2016: $1,321,367Liabilities 2016: $699,743Net Assets 2016: $621,6242016Assets 2017: $1,255,076Liabilities 2017: $677,706Net Assets 2017: $577,3702017Assets 2018: $1,342,731Liabilities 2018: $717,351Net Assets 2018: $625,3802018Assets 2019: $1,362,450Liabilities 2019: $689,625Net Assets 2019: $672,8252019Assets 2020: $1,367,556Liabilities 2020: $554,037Net Assets 2020: $813,5192020Assets 2021: $1,562,540Liabilities 2021: $543,566Net Assets 2021: $1,018,9742021Assets 2022: $1,586,448Liabilities 2022: $599,406Net Assets 2022: $987,0422022Assets 2023: $1,701,149Liabilities 2023: $660,634Net Assets 2023: $1,040,5152023Assets 2024: $1,830,667Liabilities 2024: $774,592Net Assets 2024: $1,056,0752024Assets 2025: $1,973,767Liabilities 2025: $765,341Net Assets 2025: $1,208,4262025

Highlighted filing

2019

Assets$1,362,450
Liabilities$689,625
Net Assets$672,825
Open 2019 Filing

Operations Trend

Revenue Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $947,247Expenses 2011: $1,155,465Net Income 2011: -$208,2182011Revenue 2012: $879,446Expenses 2012: $1,034,967Net Income 2012: -$155,5212012Expenses 2013: $925,2452013Revenue 2014: $765,238Expenses 2014: $819,075Net Income 2014: -$53,8372014Revenue 2015: $886,945Expenses 2015: $879,351Net Income 2015: $7,5942015Revenue 2016: $922,204Expenses 2016: $945,284Net Income 2016: -$23,0802016Revenue 2017: $951,128Expenses 2017: $1,007,986Net Income 2017: -$56,8582017Revenue 2018: $1,028,697Expenses 2018: $1,003,035Net Income 2018: $25,6622018Revenue 2019: $972,445Expenses 2019: $939,613Net Income 2019: $32,8322019Revenue 2020: $1,002,341Expenses 2020: $972,997Net Income 2020: $29,3442020Revenue 2021: $772,362Expenses 2021: $573,944Net Income 2021: $198,4182021Revenue 2022: $849,073Expenses 2022: $870,057Net Income 2022: -$20,9842022Revenue 2023: $1,091,976Expenses 2023: $1,101,570Net Income 2023: -$9,5942023Revenue 2024: $1,226,815Expenses 2024: $1,230,417Net Income 2024: -$3,6022024Revenue 2025: $1,597,591Expenses 2025: $1,455,105Net Income 2025: $142,4862025

Highlighted filing

2019

Revenue$972,445
Expenses$939,613
Net Income$32,832
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.2
Gross Receipts
$987,852
Mission and Program Overview

Mission

The school provides alternative education based on the waldorf method which is dedicated to sound education standards. Teaching the whole child to grow and learn in ways that most suit their individual temperments and abilities, utilizing not only the child's thought processes, but also their physical,rhythmic and artistic sense.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,020,576$987,717▼ $32,859
Investments in Publicly Traded Securities$166,476$203,290▲ $36,814
Savings and Temporary Cash Investments$154,592$148,381▼ $6,211
Prepaid Expenses and Deferred Charges$959$17,910▲ $16,951
Accounts Receivable$128$5,152▲ $5,024
Total Assets$1,342,731$1,362,450▲ $19,719
Liabilities
Mortgage Notes Payable Secured by Investment Property$523,367$506,860▼ $16,507
Deferred Revenue$187,595$173,939▼ $13,656
Accounts Payable and Accrued Expenses$6,389$8,826▲ $2,437
Total Liabilities$717,351$689,625▼ $27,726
Net Assets / Fund Balance
Unrestricted Net Assets$625,380$672,825▲ $47,445
Total Net Assets Fund Balance$625,380$672,825▲ $47,445
Total Liabilities and Net Assets / Fund Balance$1,342,731$1,362,450▲ $19,719

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$800,807$321,019$1,121,826
Land$167,004-$167,004
Other Land Buildings$18,117$50,958$69,075
Equipment$1,789$31,175$32,964

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$32,355-▲ $2,902-$35,257
2017$29,147-▲ $3,208-$32,355
2016$26,013-▲ $3,296-$29,147
2015-$25,000▲ $1,163-$26,013
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jody SpangletExecuive DirectorFT$72,023$72,023
Robert KaczorFaculty RepsFT$40,884$40,884

Board Members and Trustees

NameTitle
Betsy MorrellPresident
Alden RobinsonDirector
Barney HildrethDirector
John MorinDirector
Kristina MainellaDirector
Lisa NewcombDirector
Nancy Harris FrolichDirector
Ronni BlaisdellDirector
Valerie ShepardSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$80,875
Program Service Revenue
$856,237
Investment Income
$8,527
Other Revenue
$26,806
All Other Contributions
$80,875
Change in Net Assets
$32,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$587,975
Other Expenses$351,638
Total Fundraising Expense$9,939
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$334,081$159,263$8,462$501,806
Occupancy$48,857--$48,857
Other Employee Benefits$25,502$20,813-$46,315
Depreciation Depletion$43,373--$43,373
Payroll Taxes$25,377$13,731$746$39,854
Interest$22,245--$22,245
Insurance$18,959$1,109-$20,068
Office Expenses$8,996$3,045-$12,041
All Other Expenses$2,419$2,278$731$5,428
Advertising-$4,270-$4,270
Other Expenses$9,878$3,831-$3,831
Fees for Services Accounting-$3,600-$3,600
Fees for Service Investment Mgmnt Fees-$1,479-$1,479
Travel$1,136--$1,136
Total Functional Expenses$716,255$213,419$9,939$939,613
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,998
Fundraising Direct Expenses$8,192
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Serve a$24,267$24,267$1,420$22,847
Citrus/seeds$6,237$6,237$3,847$2,390
Total Events$30,504$30,504$5,267$25,237
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
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
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, Page 6, Part VI, Line 7A

“Faculty elects a representative to be a member of the board”

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

“The executive director, business manager and bookkeeper review the 990 before filing.”

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

“Conflict of interest policy created during fiscal year ended june 30, 2019, conflicts to be reviewed annually.”

Form 990, Page 6, Part VI, Line 18

“The school has an annual report available to the public on its website and by request. The form 990 is available by request.”

Form 990, Page 6, Part VI, Line 19

“All board minutes are open to the public for review, there is a parent handbook that includes the school's policies and procedures, all bylaws are public.”

Filing and Contact Details

Filer

Filer Name
Ashwood Waldorf School
EIN
22-2717805
Phone
2072368021
Address
180 PARK STREET, ROCKPORT, ME 04856

Signing Officer

Name
Betsy Morrell
Title
President
Phone
2072368021
Signed
2019-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Morrell
Formed
1985
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
11
Employees
35

Preparer

Firm
Hmv LLC
Address
PO BOX 543, ELLSWORTH, ME 04605
Preparer
Ellen Cleveland
Phone
2076675529
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The school provides alternative education based on the waldorf method which is dedicated to sound education standards. Teaching the whole child to grow and learn in ways that most suit their individual temperments and abilities, utilizing not only the child's thought processes, but also their physical,rhythmic and artistic sense.”

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IRS990/OccupancyGrp/ProgramServicesAmt048857
IRS990/OccupancyGrp/TotalAmt048857
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03045
IRS990/OfficeExpensesGrp/ProgramServicesAmt08996
IRS990/OfficeExpensesGrp/TotalAmt012041
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020813
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025502
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046315
IRS990/OtherExpensesGrp/Desc0TUITION ASSISTANCE
IRS990/OtherExpensesGrp/Desc1PROGRAMS
IRS990/OtherExpensesGrp/Desc2LICENSE DUES & FEES
IRS990/OtherExpensesGrp/Desc3ADMIN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03831
IRS990/OtherExpensesGrp/ProgramServicesAmt0148307
IRS990/OtherExpensesGrp/ProgramServicesAmt127125
IRS990/OtherExpensesGrp/ProgramServicesAmt29878
IRS990/OtherExpensesGrp/TotalAmt0148307
IRS990/OtherExpensesGrp/TotalAmt127125
IRS990/OtherExpensesGrp/TotalAmt29878
IRS990/OtherExpensesGrp/TotalAmt33831
IRS990/OtherInd0X
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08462
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0159263
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0334081
IRS990/OtherSalariesAndWagesGrp/TotalAmt0501806
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0746
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013731
IRS990/PayrollTaxesGrp/ProgramServicesAmt025377
IRS990/PayrollTaxesGrp/TotalAmt039854
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0959
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017910
IRS990/PrincipalOfficerNm0BETSY MORRELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEE
IRS990/ProgramServiceRevenueGrp/Desc2MISC INCOME
IRS990/ProgramServiceRevenueGrp/Desc3FACILITY USE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0853054
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11376
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21082
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0853054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11376
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3725
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0144950
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06675
IRS990/PYOtherExpensesAmt0340498
IRS990/PYOtherRevenueAmt027448
IRS990/PYProgramServiceRevenueAmt0849624
IRS990/PYRevenuesLessExpensesAmt025662
IRS990/PYSalariesCompEmpBnftPaidAmt0662537
IRS990/PYTotalExpensesAmt01003035
IRS990/PYTotalRevenueAmt01028697
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt032832
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0856237
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0154592
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0148381
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0800807
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0321019
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01121826
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt032355
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt035257
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02902
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt029147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt032355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03208
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026013
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt029147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0150
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01163
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01789
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031175
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032964
IRS990ScheduleD/LandGrp/BookValueAmt0167004
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0167004
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt018117
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050958
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069075
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0987717
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL LITERATURE, ADVERTISING AND MARKETING INCLUDE NONDISCRIMINATORY POLICY STATEMENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1FINANCIAL ASSISTANCE APPLICATIONS ARE PROCESSED BY NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05267
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING SERVE A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CITRUS/SEEDS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030504
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025237
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03847
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PROVIDES ALTERNATIVE EDUCATION BASED ON THE WALDORF METHOD WHICH IS DEDICATED TO SOUND EDUCATION STANDARDS. TEACHING THE WHOLE CHILD TO GROW AND LEARN IN WAYS THAT MOST SUIT THEIR INDIVIDUAL TEMPERMENTS AND ABILITIES, UTILIZING NOT ONLY THE CHILD'S THOUGHT PROCESSES, BUT ALSO THEIR PHYSICAL,RHYTHMIC AND ARTISTIC SENSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FACULTY ELECTS A REPRESENTATIVE TO BE A MEMBER OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR, BUSINESS MANAGER AND BOOKKEEPER REVIEW THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY CREATED DURING FISCAL YEAR ENDED JUNE 30, 2019, CONFLICTS TO BE REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL HAS AN ANNUAL REPORT AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND BY REQUEST. THE FORM 990 IS AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL BOARD MINUTES ARE OPEN TO THE PUBLIC FOR REVIEW, THERE IS A PARENT HANDBOOK THAT INCLUDES THE SCHOOL'S POLICIES AND PROCEDURES, ALL BYLAWS ARE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01342731
IRS990/TotalAssetsEOYAmt01362450
IRS990/TotalAssetsGrp/BOYAmt01342731
IRS990/TotalAssetsGrp/EOYAmt01362450
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt080875
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09939
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0213419

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,362,450
Liabilities
$689,625
Net assets
$672,825
Revenue
$972,445
Expenses
$939,613
Net income
$32,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.97$0.77$1.21$1.60$1.46$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.77$1.06$1.23$1.23$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.66$1.04$1.09$1.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.60$0.99$0.85$0.87$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.54$1.02$0.77$0.57$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.55$0.81$1.00$0.97$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.69$0.67$0.97$0.94$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.72$0.63$1.03$1.00$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.68$0.58$0.95$1.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.70$0.62$0.92$0.95$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.74$0.65$0.89$0.88$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.78$0.64$0.77$0.82$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.75$0.69$0.93
2012Summary only. Only limited summary data is available for this year.$1.48$0.70$0.77$0.88$1.03$0.16
2011Summary only. Only limited summary data is available for this year.$1.70$0.76$0.94$0.95$1.16$0.21