Civic Intelligence

Kimberton Farms School Inc.

990 • Fiscal year 2015 • EIN 23-1494797

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileWWW.KIMBERTON.ORG

View Organization Page

410 West Seven Stars Rd PO Box 350Kimberton, PA 19442

(610) 933-3635

Siviq Scores

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

Liabilities / Assets

54th percentile

0.22x

Higher debt load relative to assets than 54% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.29x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

39th percentile

0.2%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

34th percentile

$86,962

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

69th percentile

6.7%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

10%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$8,683,334

Up $545,972 (+6.7%) from 2014

Net Assets

Down

$6,762,668

Down $197,122 (-2.8%) from 2014

Liabilities

Up

$1,920,666

Up $743,094 (+63%) from 2014

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin39th percentile

Revenue

Up

$6,692,707

Up $625,135 (+10%) from 2014

Expenses

Up

$6,678,496

Up $256,865 (+4.0%) from 2014

Net Income

Up

$14,211

Up $368,270 (+104%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,937,222Liabilities 2011: $639,372Net Assets 2011: $7,297,8502011Assets 2012: $7,769,031Liabilities 2012: $697,840Net Assets 2012: $7,071,1912012Assets 2013: $7,955,862Liabilities 2013: $846,469Net Assets 2013: $7,109,3932013Assets 2014: $8,137,362Liabilities 2014: $1,177,572Net Assets 2014: $6,959,7902014Assets 2015: $8,683,334Liabilities 2015: $1,920,666Net Assets 2015: $6,762,6682015Assets 2016: $8,837,981Liabilities 2016: $1,561,349Net Assets 2016: $7,276,6322016Assets 2017: $8,739,172Liabilities 2017: $1,213,913Net Assets 2017: $7,525,2592017Assets 2018: $8,768,499Liabilities 2018: $965,675Net Assets 2018: $7,802,8242018Assets 2019: $8,768,597Liabilities 2019: $971,254Net Assets 2019: $7,797,3432019Assets 2020: $8,242,325Liabilities 2020: $1,242,210Net Assets 2020: $7,000,1152020Assets 2021: $11,077,621Liabilities 2021: $2,208,116Net Assets 2021: $8,869,5052021Assets 2022: $9,082,749Liabilities 2022: $600,596Net Assets 2022: $8,482,1532022Assets 2023: $9,649,999Liabilities 2023: $721,302Net Assets 2023: $8,928,6972023

Highlighted filing

2015

Assets$8,683,334
Liabilities$1,920,666
Net Assets$6,762,668
Open 2015 Filing

Operations Trend

Revenue Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,820,508Expenses 2011: $5,622,343Net Income 2011: $198,1652011Expenses 2012: $6,158,6732012Expenses 2013: $5,922,9132013Revenue 2014: $6,067,572Expenses 2014: $6,421,631Net Income 2014: -$354,0592014Revenue 2015: $6,692,707Expenses 2015: $6,678,496Net Income 2015: $14,2112015Revenue 2016: $6,511,970Expenses 2016: $6,053,477Net Income 2016: $458,4932016Revenue 2017: $6,044,288Expenses 2017: $5,990,563Net Income 2017: $53,7252017Revenue 2018: $6,028,997Expenses 2018: $5,802,319Net Income 2018: $226,6782018Revenue 2019: $5,594,624Expenses 2019: $5,615,210Net Income 2019: -$20,5862019Revenue 2020: $5,649,232Expenses 2020: $5,873,727Net Income 2020: -$224,4952020Revenue 2021: $5,813,283Expenses 2021: $4,928,743Net Income 2021: $884,5402021Revenue 2022: $6,168,515Expenses 2022: $5,605,633Net Income 2022: $562,8822022Revenue 2023: $5,941,174Expenses 2023: $5,813,531Net Income 2023: $127,6432023

Highlighted filing

2015

Revenue$6,692,707
Expenses$6,678,496
Net Income$14,211
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$8,168,402
Mission and Program Overview

Mission

Kimberton waldorf school is dedicated to nurturing the developing child in accordance with the educational principles of rudolf steiner, and to building a supportive, diverse community around the children. In our school community we endeavor to create social forms that enable human striving, recognizing the spiritual in each person. The school fosters the unfolding individuality of each child by awakening the child's capacity to meet the world, others, and the self with warmth of heart, clarity of thought, and strength of purpose.

Private educational institution, grades pre-k to 12

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,433,320$4,445,295▲ $11,975
Investments Other Securities$3,122,823$2,008,918▼ $1,113,905
Cash and Non-Interest-Bearing Accounts$436,095$1,872,862▲ $1,436,767
Pledges and Grants Receivable$56,495$259,891▲ $203,396
Accounts Receivable$77,797$87,681▲ $9,884
Prepaid Expenses and Deferred Charges$10,082$1,962▼ $8,120
Total Assets$8,137,362$8,683,334▲ $545,972
Other Assets Total$750$6,725▲ $5,975
Liabilities
Deferred Revenue$203,491$904,153▲ $700,662
Mortgage Notes Payable Secured by Investment Property$500,000$600,831▲ $100,831
Accounts Payable and Accrued Expenses$474,081$415,682▼ $58,399
Total Liabilities$1,177,572$1,920,666▲ $743,094
Net Assets / Fund Balance
Unrestricted Net Assets$4,814,864$4,440,944▼ $373,920
Temporarily Rstr Net Assets$1,706,221$1,856,276▲ $150,055
Permanently Rstr Net Assets$438,705$465,448▲ $26,743
Total Net Assets Fund Balance$6,959,790$6,762,668▼ $197,122
Total Liabilities and Net Assets / Fund Balance$8,137,362$8,683,334▲ $545,972

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,988,834$4,186,228$7,175,062
Other Land Buildings$389,935$1,985,032$2,374,967
Land$1,066,526-$1,066,526
Other Securities$698,350--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$438,706$10,635▲ $16,108-$465,448
2013$343,897-▲ $94,809-$438,706
2012$295,735$4,325▲ $43,837-$343,897
2011$288,490$950▲ $6,295-$295,735
2010$217,317$10,000▲ $61,173-$288,490
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HughesDean of SchoolFT$68,500$18,462$86,962
Donnalyn WeiserFinancial/business OfficeFT$66,017$18,458$84,475

Board Members and Trustees

NameTitle
David HunterChair
Deborah Merroth-aholaEmeritus Trustee
George IrwinTrustee
John RomanowichTrustee
Kathryn HynesTrustee
Mike PrecopioTrustee
Seth BaconTrustee
William WiedmannTrustee
Andrea BoosSecretary
Robert PowellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$596,402
Program Service Revenue
$5,839,632
Investment Income
$256,673
Other Revenue
$0
All Other Contributions
$596,402
Change in Net Assets
$14,211

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,436,898
Revenue Not Reported on Financial Statements
$1,255,809
Revenue Not Reported on Form 990
$-211,333
Other Revenue Adjustments
$1,240,452
Total Revenue per Audited Statements
$5,225,565
Total Revenue per Form 990
$6,692,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,140,185
Other Expenses$1,297,859
Grants and Similar Amounts Paid$1,240,452
Total Fundraising Expense$91,742
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,938,374$614,536$56,959$2,609,869
Grants to Domestic Individuals$1,240,452--$1,240,452
Other Employee Benefits$809,794$279,149$10,231$1,099,174
Office Expenses$510,370$80,207-$590,577
Payroll Taxes$195,399$64,433$5,393$265,225
Depreciation Depletion$180,600$20,067-$200,667
Current Officers, Directors, Trustees, and Key Employees$68,500$66,017-$134,517
Occupancy$96,263$30,721-$126,984
Insurance-$91,493-$91,493
Fees for Services Accounting-$42,348-$42,348
Pension Plan Contributions$23,133$7,628$639$31,400
Fees for Service Investment Mgmnt Fees-$15,357-$15,357
Other Expenses$6,662$13,545$18,520$13,545
Interest-$10,000-$10,000
Fees for Services Legal-$8,720-$8,720
All Other Expenses$8,622--$8,622
Total Functional Expenses$5,187,492$1,399,262$91,742$6,678,496

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,678,496
Expenses per Audited Statements$5,422,687
Total Expenses per Audited Statements$5,422,687
Expenses Not Reported on Financial Statements$1,255,809
Other Expense Adjustments$1,240,452
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
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
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, Part VI, Section B, Line 11

“A member of the organization reviews the tax return prior to filing.”

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

“Officers, directors, trustees, and key employees are required to disclose annually interest that could give rise to conflicts. When purchasing capital assets, or hiring new employees the organization reviews whether any officer, director, trustee, or key employee has a direct or indirect relationship to the prospective vendor or employee.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kimberton Waldorf School
EIN
23-1494797
Phone
6109333635
Address
410 WEST SEVEN STARS RD PO BOX 350, KIMBERTON, PA 19442

Signing Officer

Name
Robert Powell
Title
Treasurer
Phone
6109333635
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Powell
Formed
1941
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
112
Volunteers
40

Preparer

Firm
Maillie Llp
Address
PO BOX 680, OAKS, PA 19456-0680
Preparer
Donald J Pierce CPA
Phone
6109351420
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C EXPLANATION:

“The process has not changed from prior years.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,240,452.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,240,452.”

Raw XML AppendixShowing 400 of 504 raw XML fields

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IRS990/LandBldgEquipBasisNetGrp/BOYAmt04433320
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04445295
IRS990/LandBldgEquipCostOrOtherBssAmt010616555
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01475695
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0KIMBERTON WALDORF SCHOOL IS DEDICATED TO NURTURING THE DEVELOPING CHILD IN ACCORDANCE WITH THE EDUCATIONAL PRINCIPLES OF RUDOLF STEINER, AND TO BUILDING A SUPPORTIVE, DIVERSE COMMUNITY AROUND THE CHILDREN. IN OUR SCHOOL COMMUNITY WE ENDEAVOR TO CREATE SOCIAL FORMS THAT ENABLE HUMAN STRIVING, RECOGNIZING THE SPIRITUAL IN EACH PERSON. THE SCHOOL FOSTERS THE UNFOLDING INDIVIDUALITY OF EACH CHILD BY AWAKENING THE CHILD'S CAPACITY TO MEET THE WORLD, OTHERS, AND THE SELF WITH WARMTH OF HEART, CLARITY OF THOUGHT, AND STRENGTH OF PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0500000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0600831
IRS990/NetAssetsOrFundBalancesBOYAmt06959790
IRS990/NetAssetsOrFundBalancesEOYAmt06762668
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0211582
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0211582
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-211333
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt030721
IRS990/OccupancyGrp/ProgramServicesAmt096263
IRS990/OccupancyGrp/TotalAmt0126984
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080207
IRS990/OfficeExpensesGrp/ProgramServicesAmt0510370
IRS990/OfficeExpensesGrp/TotalAmt0590577
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0750
IRS990/OtherAssetsTotalGrp/EOYAmt06725
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010231
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0279149
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0809794
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01099174
IRS990/OtherExpensesGrp/Desc0FACULTY DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3ADMISSIONS
IRS990/OtherExpensesGrp/FundraisingAmt018520
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053418
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11623
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213545
IRS990/OtherExpensesGrp/ProgramServicesAmt0109323
IRS990/OtherExpensesGrp/ProgramServicesAmt16662
IRS990/OtherExpensesGrp/TotalAmt0109323
IRS990/OtherExpensesGrp/TotalAmt160080
IRS990/OtherExpensesGrp/TotalAmt220143
IRS990/OtherExpensesGrp/TotalAmt313545
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt056959
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0614536
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01938374
IRS990/OtherSalariesAndWagesGrp/TotalAmt02609869
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05393
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt064433
IRS990/PayrollTaxesGrp/ProgramServicesAmt0195399
IRS990/PayrollTaxesGrp/TotalAmt0265225
IRS990/PensionPlanContributionsGrp/FundraisingAmt0639
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07628
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023133
IRS990/PensionPlanContributionsGrp/TotalAmt031400
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0438705
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0465448
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt056495
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0259891
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010082
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01962
IRS990/PrincipalOfficerNm0ROBERT POWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05524592
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1315040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05524592
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1315040
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0299350
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01161627
IRS990/PYInvestmentIncomeAmt0232425
IRS990/PYOtherExpensesAmt01344122
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05535797
IRS990/PYRevenuesLessExpensesAmt0-354059
IRS990/PYSalariesCompEmpBnftPaidAmt03915882
IRS990/PYTotalExpensesAmt06421631
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06067572
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt014211
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05839632
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02988834
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04186228
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07175062
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0438706
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010635
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0465448
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt016108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0343897
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0438706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt094809
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0295735
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0343897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043837
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0288490
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0295735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06295
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0217317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0288490
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061173
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01255809
IRS990ScheduleD/ExpensesSubtotalAmt05422687
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015357
IRS990ScheduleD/InvestmentExpensesNotIncldAmt015357
IRS990ScheduleD/LandGrp/BookValueAmt01066526
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01066526
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-211333
IRS990ScheduleD/OtherExpensesNotIncludedAmt01240452
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0389935
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01985032
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02374967
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01240452
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01310568
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1698350
IRS990ScheduleD/OtherSecuritiesGrp/Desc0KIMBERTON WALDORF SCHOOL TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-211333
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01255809
IRS990ScheduleD/RevenueSubtotalAmt05436898
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FINANCIAL AID 1,240,452.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FINANCIAL AID 1,240,452.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04445295
IRS990ScheduleD/TotalBookValueSecuritiesAmt02008918
IRS990ScheduleD/TotalExpensesPerForm990Amt06678496
IRS990ScheduleD/TotalRevenuePerForm990Amt06692707
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05225565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05422687
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,683,334
Liabilities
$1,920,666
Net assets
$6,762,668
Revenue
$6,692,707
Expenses
$6,678,496
Net income
$14,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.65$0.72$8.93$5.94$5.81$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.08$0.60$8.48$6.17$5.61$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$2.21$8.87$5.81$4.93$0.88
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$1.24$7.00$5.65$5.87$0.22
2019Summary only. Only limited summary data is available for this year.$8.77$0.97$7.80$5.59$5.62$0.02
2018Summary only. Only limited summary data is available for this year.$8.77$0.97$7.80$6.03$5.80$0.23
2017Summary only. Only limited summary data is available for this year.$8.74$1.21$7.53$6.04$5.99$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.84$1.56$7.28$6.51$6.05$0.46
2015Detailed filing. Detailed filing data is available for this year.$8.68$1.92$6.76$6.69$6.68$0.01
2014Summary only. Only limited summary data is available for this year.$8.14$1.18$6.96$6.07$6.42$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$0.85$7.11$5.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$0.70$7.07$6.16
2011Summary only. Only limited summary data is available for this year.$7.94$0.64$7.30$5.82$5.62$0.20