Civic Intelligence

Susquehanna Waldorf School Inc.

990 • Fiscal year 2019 • EIN 23-2591316

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 19, 2020

Organization ProfileWWW.SUSQUEHANNAWALDORF.ORG
15 West Walnut StreetMarietta, PA 17547

(717) 426-4506

Siviq Scores

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

Liabilities / Assets

88th percentile

0.75x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.27x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

38th percentile

-0.4%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

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

Asset Growth

48th percentile

2.2%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.9%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$527,077

Up $11,431 (+2.2%) from 2018

Net Assets

Down

$134,083

Down $5,739 (-4.1%) from 2018

Liabilities

Up

$392,994

Up $17,170 (+4.6%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin38th percentile

Revenue

Up

$1,431,461

Up $129,216 (+9.9%) from 2018

Expenses

Up

$1,437,200

Up $122,261 (+9.3%) from 2018

Net Income

Up

-$5,739

Up $6,955 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0-$500KAssets 2011: $599,089Liabilities 2011: $418,402Net Assets 2011: $180,6872011Assets 2012: $634,803Liabilities 2012: $356,577Net Assets 2012: $278,2262012Assets 2013: $585,404Liabilities 2013: $364,517Net Assets 2013: $220,8872013Assets 2014: $503,873Liabilities 2014: $373,138Net Assets 2014: $130,7352014Assets 2015: $540,357Liabilities 2015: $374,448Net Assets 2015: $165,9092015Assets 2016: $527,843Liabilities 2016: $364,068Net Assets 2016: $163,7752016Assets 2017: $530,630Liabilities 2017: $378,114Net Assets 2017: $152,5162017Assets 2018: $515,646Liabilities 2018: $375,824Net Assets 2018: $139,8222018Assets 2019: $527,077Liabilities 2019: $392,994Net Assets 2019: $134,0832019Assets 2020: $703,302Liabilities 2020: $549,552Net Assets 2020: $153,7502020Assets 2021: $960,213Liabilities 2021: $692,905Net Assets 2021: $267,3082021Assets 2022: $852,154Liabilities 2022: $488,980Net Assets 2022: $363,1742022Assets 2023: $476,245Liabilities 2023: $418,587Net Assets 2023: $57,6582023Assets 2024: $475,846Liabilities 2024: $463,432Net Assets 2024: $12,4142024Assets 2025: $359,716Liabilities 2025: $435,024Net Assets 2025: -$75,3082025

Highlighted filing

2019

Assets$527,077
Liabilities$392,994
Net Assets$134,083
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $831,1442011Expenses 2012: $914,4272012Expenses 2013: $902,6702013Revenue 2014: $737,249Expenses 2014: $827,401Net Income 2014: -$90,1522014Revenue 2015: $790,200Expenses 2015: $755,026Net Income 2015: $35,1742015Revenue 2016: $1,032,753Expenses 2016: $1,034,887Net Income 2016: -$2,1342016Revenue 2017: $1,218,379Expenses 2017: $1,196,463Net Income 2017: $21,9162017Revenue 2018: $1,302,245Expenses 2018: $1,314,939Net Income 2018: -$12,6942018Revenue 2019: $1,431,461Expenses 2019: $1,437,200Net Income 2019: -$5,7392019Revenue 2020: $1,397,656Expenses 2020: $1,377,989Net Income 2020: $19,6672020Revenue 2021: $1,349,368Expenses 2021: $1,235,810Net Income 2021: $113,5582021Revenue 2022: $1,587,808Expenses 2022: $1,491,942Net Income 2022: $95,8662022Revenue 2023: $1,493,079Expenses 2023: $1,798,595Net Income 2023: -$305,5162023Revenue 2024: $1,747,428Expenses 2024: $1,792,672Net Income 2024: -$45,2442024Revenue 2025: $1,815,247Expenses 2025: $1,902,969Net Income 2025: -$87,7222025

Highlighted filing

2019

Revenue$1,431,461
Expenses$1,437,200
Net Income-$5,739
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 19, 2020
Return Version
2018v3.2
Gross Receipts
$1,473,695
Mission and Program Overview

Mission

The susquehanna waldorf school provides nursery through eighth grade education based on the waldorf philosophy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$351,177$364,286▲ $13,109
Cash and Non-Interest-Bearing Accounts$56,554$91,150▲ $34,596
Savings and Temporary Cash Investments$73,288$39,112▼ $34,176
Accounts Receivable$15,493$17,237▲ $1,744
Prepaid Expenses and Deferred Charges$6,782$6,579▼ $203
Inventories for Sale or Use$3,655--
Total Assets$515,646$527,077▲ $11,431
Other Assets Total$8,697$8,713▲ $16
Liabilities
Mortgage Notes Payable Secured by Investment Property$264,322$286,647▲ $22,325
Deferred Revenue$75,485$79,675▲ $4,190
Accounts Payable and Accrued Expenses$36,017$26,672▼ $9,345
Total Liabilities$375,824$392,994▲ $17,170
Net Assets / Fund Balance
Unrestricted Net Assets$130,125$125,370▼ $4,755
Permanently Rstr Net Assets$8,697$8,713▲ $16
Temporarily Rstr Net Assets$1,000--
Total Net Assets Fund Balance$139,822$134,083▼ $5,739
Total Liabilities and Net Assets / Fund Balance$515,646$527,077▲ $11,431

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$314,286$200,273$514,559
Land$50,000-$50,000
Other Land Buildings-$15,000$15,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$8,697-▲ $345$-329$8,713
2017$8,397$10▲ $615$-325$8,697
2016$7,049$950▲ $700$-302$8,397
2015$7,659-▼ $352$-258$7,049
2014$7,936-▼ $277-$7,659
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Ron PollockPresident
Deborah DukeBoard Member
Erin DarbyBoard Member
Ernie SchaeferBoard Member
Jennifer ShiveryBoard Member
Rochelle DietzBoard Member
Tim AltieriBoard Member
Kyle GrimesSecretary
Maria DicksonTreasurer
Chris PotterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$76,168
Program Service Revenue
$1,303,439
Investment Income
$350
Other Revenue
$51,504
All Other Contributions
$76,168
Change in Net Assets
$-5,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,431,461
Total Revenue per Audited Statements
$1,431,461
Total Revenue per Form 990
$1,431,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$934,343
Other Expenses$502,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$626,183$156,546-$782,729
Other Employee Benefits$66,067$16,517-$82,584
Payroll Taxes$55,224$13,806-$69,030
Other Expenses$38,629--$38,629
All Other Expenses$25,376--$25,376
Insurance$23,131--$23,131
Advertising$22,281--$22,281
Occupancy$18,830$2,092-$20,922
Interest$19,010--$19,010
Office Expenses$2,197$16,341-$18,538
Depreciation Depletion$17,015--$17,015
Conferences and Meetings$15,915--$15,915
Fees for Services Accounting-$8,446-$8,446
Total Functional Expenses$1,223,452$213,748$0$1,437,200

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,437,200
Total Expenses per Audited Statements$1,437,200
Total Expenses per Form 990$1,437,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$93,738
Fundraising Direct Expenses$42,234
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$45,458$45,458$6,425$39,033
Scrip & Special$34,283$34,283$33,505$778
Total Events$91,995$91,995$41,197$50,798
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 11B

“Form 990 is reviewed by the school's finance committee on behalf of the board of trustees prior to being filed with the irs.”

Form 990, Page 6, Part VI, Line 19

“Governing documents of the school may be made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Susquehanna Waldorf School
EIN
23-2591316
Phone
7174264506
Address
15 WEST WALNUT STREET, MARIETTA, PA 17547

Signing Officer

Name
Maria Dickson
Title
Treasurer
Phone
7174264506
Signed
2020-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Potter
Formed
1990
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
41
Volunteers
100

Preparer

Firm
Martin M Sacks & Associates
Address
4775 LINGLESTOWN RD STE 100, HARRISBURG, PA 17112
Preparer
Christopher M Shive CPA
Phone
7176571300
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The intended use of the school's endowment fund is for general operations.”

Schedule D, Page 3, Part X

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken and recognize a tax liability (or asset) if the school has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the school, and has concluded that as of june 30, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 456 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036017
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026672
IRS990/AccountsReceivableGrp/BOYAmt015493
IRS990/AccountsReceivableGrp/EOYAmt017237
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE SUSQUEHANNA WALDORF SCHOOL PROVIDES NURSERY THROUGH EIGHTH GRADE EDUCATION BASED ON THE WALDORF PHILOSOPHY.
IRS990/AdvertisingGrp/ProgramServicesAmt022281
IRS990/AdvertisingGrp/TotalAmt022281
IRS990/AllOtherContributionsAmt076168
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025376
IRS990/AllOtherExpensesGrp/TotalAmt025376
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DEBORAH DUKE
IRS990/BooksInCareOfDetail/PhoneNum07174264506
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 WEST WALNUT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARIETTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0175471308
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt056554
IRS990/CashNonInterestBearingGrp/EOYAmt091150
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt015915
IRS990/ConferencesMeetingsGrp/TotalAmt015915
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076168
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0350
IRS990/CYOtherExpensesAmt0502857
IRS990/CYOtherRevenueAmt051504
IRS990/CYProgramServiceRevenueAmt01303439
IRS990/CYRevenuesLessExpensesAmt0-5739
IRS990/CYSalariesCompEmpBnftPaidAmt0934343
IRS990/CYTotalExpensesAmt01437200
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01431461
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt075485
IRS990/DeferredRevenueGrp/EOYAmt079675
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt017015
IRS990/DepreciationDepletionGrp/TotalAmt017015
IRS990/Desc0THE SUSQUEHANNA WALDORF SCHOOL PROVIDES NURSERY THROUGH EIGHTH GRADE EDUCATION BASED ON THE WALDORF PHILOSOPHY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt041
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01223452
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08446
IRS990/FeesForServicesAccountingGrp/TotalAmt08446
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0RON POLLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS POTTER
IRS990/Form990PartVIISectionAGrp/PersonNm2KYLE GRIMES
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIA DICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBORAH DUKE
IRS990/Form990PartVIISectionAGrp/PersonNm5ROCHELLE DIETZ
IRS990/Form990PartVIISectionAGrp/PersonNm6TIM ALTIERI
IRS990/Form990PartVIISectionAGrp/PersonNm7ERIN DARBY
IRS990/Form990PartVIISectionAGrp/PersonNm8ERNIE SCHAEFER
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNIFER SHIVERY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt042234
IRS990/FundraisingGrossIncomeAmt093738
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01473695
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt023131
IRS990/InsuranceGrp/TotalAmt023131
IRS990/InterestGrp/ProgramServicesAmt019010
IRS990/InterestGrp/TotalAmt019010
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03655
IRS990/InvestmentIncomeGrp/ExclusionAmt0350
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0350
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0215273
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0351177
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0364286
IRS990/LandBldgEquipCostOrOtherBssAmt0579559
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE SUSQUEHANNA WALDORF SCHOOL PROVIDES NURSERY THROUGH EIGHTH GRADE EDUCATION BASED ON THE WALDORF PHILOSOPHY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0264322
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0286647
IRS990/NetAssetsOrFundBalancesBOYAmt0139822
IRS990/NetAssetsOrFundBalancesEOYAmt0134083
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt051504
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02092
IRS990/OccupancyGrp/ProgramServicesAmt018830
IRS990/OccupancyGrp/TotalAmt020922
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016341
IRS990/OfficeExpensesGrp/ProgramServicesAmt02197
IRS990/OfficeExpensesGrp/TotalAmt018538
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08697
IRS990/OtherAssetsTotalGrp/EOYAmt08713
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016517
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt066067
IRS990/OtherEmployeeBenefitsGrp/TotalAmt082584
IRS990/OtherExpensesGrp/Desc0FINANCIAL AID
IRS990/OtherExpensesGrp/Desc1BURSARY & DISCOUNTS
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CLASS SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0129840
IRS990/OtherExpensesGrp/ProgramServicesAmt1101955
IRS990/OtherExpensesGrp/ProgramServicesAmt261799
IRS990/OtherExpensesGrp/ProgramServicesAmt338629
IRS990/OtherExpensesGrp/TotalAmt0129840
IRS990/OtherExpensesGrp/TotalAmt1101955
IRS990/OtherExpensesGrp/TotalAmt261799
IRS990/OtherExpensesGrp/TotalAmt338629
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0156546
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0626183
IRS990/OtherSalariesAndWagesGrp/TotalAmt0782729
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013806
IRS990/PayrollTaxesGrp/ProgramServicesAmt055224
IRS990/PayrollTaxesGrp/TotalAmt069030
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08697
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt08713
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06579
IRS990/PrincipalOfficerNm0CHRIS POTTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION/FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01303439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01303439
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt085333
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0618
IRS990/PYOtherExpensesAmt0487932
IRS990/PYOtherRevenueAmt046918
IRS990/PYProgramServiceRevenueAmt01169376
IRS990/PYRevenuesLessExpensesAmt0-12694
IRS990/PYSalariesCompEmpBnftPaidAmt0827007
IRS990/PYTotalExpensesAmt01314939
IRS990/PYTotalRevenueAmt01302245
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5739
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01303439
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073288
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039112
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/BuildingsGrp/BookValueAmt0314286
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0200273
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0514559
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08697
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08713
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0345
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-329
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08397
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08697
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0615
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07049
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08397
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07049
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-258
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-277
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01437200
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015000
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueSubtotalAmt01431461
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE SCHOOL'S ENDOWMENT FUND IS FOR GENERAL OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0364286
IRS990ScheduleD/TotalExpensesPerForm990Amt01437200
IRS990ScheduleD/TotalRevenuePerForm990Amt01431461
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01431461
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01437200
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/ExplanationTxt0THE SCHOOL'S RECRUITING BROCHURE STATES THAT "APPLICATIONS ARE WELCOMED FROM FAMILIES WHO CHOOSE TO SUPPORT THE GOALS OF WALDORF EDUCATION. OUR ADMISSIONS POLICY REFRAINS FROM DISCRIMINATION OF ANY KIND." THE SCHOOL'S APPLICATION STATES THAT "APPLICANTS ARE CONSIDERED WITHOUT REGARD TO RACE, RELIGION, ETHNIC ORIGIN OR SEX."
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041197
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIP & SPECIAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045458
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045458
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091995
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050798
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01267
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt033505
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE SCHOOL'S FINANCE COMMITTEE ON BEHALF OF THE BOARD OF TRUSTEES PRIOR TO BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS OF THE SCHOOL MAY BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01000
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0515646
IRS990/TotalAssetsEOYAmt0527077
IRS990/TotalAssetsGrp/BOYAmt0515646
IRS990/TotalAssetsGrp/EOYAmt0527077
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076168
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0213748
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01223452
IRS990/TotalFunctionalExpensesGrp/TotalAmt01437200
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0375824
IRS990/TotalLiabilitiesEOYAmt0392994
IRS990/TotalLiabilitiesGrp/BOYAmt0375824
IRS990/TotalLiabilitiesGrp/EOYAmt0392994
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0139822
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0134083
IRS990/TotalProgramServiceExpensesAmt01223452

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$527,077
Liabilities
$392,994
Net assets
$134,083
Revenue
$1,431,461
Expenses
$1,437,200
Net income
-$5,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.36$0.44$0.08$1.82$1.90$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.46$0.01$1.75$1.79$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.42$0.06$1.49$1.80$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.49$0.36$1.59$1.49$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.69$0.27$1.35$1.24$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.55$0.15$1.40$1.38$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.39$0.13$1.43$1.44$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.38$0.14$1.30$1.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.38$0.15$1.22$1.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.36$0.16$1.03$1.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.37$0.17$0.79$0.76$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.37$0.13$0.74$0.83$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.36$0.22$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.36$0.28$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.42$0.18$0.83