Civic Intelligence

The Waldorf School Trust 0049-07-19

EIN 23-6518948 • 501(c)3 • Philadelphia, PA

Pub. 78 Eligible

Profile

To support the waldorf school of garden city particularlyfor, but not limited to, use in granting financial assistance to students of ability without adequate material means.

C/O Glenmede 1650 Market St StePhiladelphia, PA 19103

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$6,176

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

3048%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,020,557

Up $96,394 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,020,557

Up $96,394 (+10%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$153,204

Up $148,337 (+3048%) from 2023

Expenses

Up

$56,078

Up $21,648 (+63%) from 2023

Net Income

Up

$97,126

Up $126,689 (+429%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $909,570Liabilities 2019: $0Net Assets 2019: $909,5702019Assets 2020: $885,721Liabilities 2020: $0Net Assets 2020: $885,7212020Assets 2021: $930,662Liabilities 2021: $0Net Assets 2021: $930,6622021Assets 2022: $953,726Liabilities 2022: $0Net Assets 2022: $953,7262022Assets 2023: $924,163Liabilities 2023: $0Net Assets 2023: $924,1632023Assets 2024: $1,020,557Liabilities 2024: $0Net Assets 2024: $1,020,5572024

Highlighted filing

2024

Assets$1,020,557
Liabilities$0
Net Assets$1,020,557
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2019: $70,730Expenses 2019: $40,583Net Income 2019: $30,1472019Revenue 2020: $18,516Expenses 2020: $42,365Net Income 2020: -$23,8492020Revenue 2021: $87,827Expenses 2021: $42,886Net Income 2021: $44,9412021Revenue 2022: $67,415Expenses 2022: $44,351Net Income 2022: $23,0642022Revenue 2023: $4,867Expenses 2023: $34,430Net Income 2023: -$29,5632023Revenue 2024: $153,204Expenses 2024: $56,078Net Income 2024: $97,1262024

Highlighted filing

2024

Revenue$153,204
Expenses$56,078
Net Income$97,126
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,020,557
Liabilities
$0
Net assets
$1,020,557
Revenue
$153,204
Expenses
$56,078
Net income
$97,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.15$0.06$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.04$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 21, 2025
Return Version
2024v5.2
Gross Receipts
$587,039
Mission and Program Overview

Mission

To support the waldorf school of garden city particularlyfor, but not limited to, use in granting financial assistance to students of ability without adequate material means.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds-$1,020,557-
Investments in Publicly Traded Securities$919,321$997,727▲ $78,406
Rtn Earn Endowment Incm Other Fnds$924,163--
Savings and Temporary Cash Investments$4,842$22,828▲ $17,986
Cash and Non-Interest-Bearing Accounts-$2-
Total Assets$924,163$1,020,557▲ $96,394
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$924,163$1,020,557▲ $96,394
Total Liabilities and Net Assets / Fund Balance$924,163$1,020,557▲ $96,394
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$6,176$6,176
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$153,204
Other Revenue
$0
Change in Net Assets
$97,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,304
Other Expenses$6,774
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,304--$49,304
Fees for Service Investment Mgmnt Fees$3,088$3,088-$6,176
Other Expenses-$125-$125
Total Functional Expenses$52,392$3,686$0$56,078
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Waldorf School of Garden City NyGarden City, NY-To Provide Support to the Waldorf School of Garden City, Ny$49,304
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
Backup withholding compliance
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
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 11-description of Process for Review

“The Glenmede Trust Co., N. A. is sole trustee, arranges for the preparation of Form 990. Once in a final format, the Form 990 is reviewed by the Managing Director of Philanthropic Services, an officer of The Glenmede Trust Co., N. A. before filing with the Internal Revenue Service and state agencies.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The Entity's Conflict of Interest Policy is monitored by Trustee's compliance department.”

FORM 990, PAGE 6, PART VI, LINE 15A

“No compensation has been paid to an officer other than inestment management fees.”

FORM 990, PAGE 6, PART VI, LINE 15B

“NONE”

Form 990, Page 6, Part VI, Line 19

“The supported charity has received a full copy of the entity's governing documents. The documents are also available upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
The Waldorf School Trust 0049-07-19
EIN
23-6518948
Phone
2154196000
Address
C/O GLENMEDE 1650 MARKET ST STE, PHILADELPHIA, PA 19103
Doing Business As
The Waldorf School of Garden City

Signing Officer

Name
Melissa Burke
Title
Managing Direct
Phone
2154196000
Signed
2025-09-21
Discuss with paid preparer
Yes

Organization Details

Formed
1958
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7325164383
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The change in beginning and ending net assets is due to 2023 transactions posted in 2024 in the amount of $940, 2024 transactions posted in 2025 in the amount of ($988), return of capital adjusment of ($275), cost basis adjusment of ($411) and adjustment to income of $2.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE WALDORF SCHOOL OF GARDEN CITY, NY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE WALDORF SCHOOL OF GARDEN CITY NY
IRS990ScheduleI/RecipientTable/RecipientEIN0111855654
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0225 CAMBRIDGE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GARDEN CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd011530
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO THE ENTITY'S GOVERNING DOCUMENTS, THE ENTITY WAS FORMED, AND IS OPERATED, FOR THE SPECIFIC PURPOSE OF EXCLUSIVELY SUPPORTING THE CHARITABLE ORGANIZATION NAMED THEREIN.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1SEE SCHEDULE O
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, QUESTION 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Glenmede Trust Co., N. A. is sole trustee, arranges for the preparation of Form 990. Once in a final format, the Form 990 is reviewed by the Managing Director of Philanthropic Services, an officer of The Glenmede Trust Co., N. A. before filing with the Internal Revenue Service and state agencies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Entity's Conflict of Interest Policy is monitored by Trustee's compliance department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATION HAS BEEN PAID TO AN OFFICER OTHER THAN INESTMENT MANAGEMENT FEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The supported charity has received a full copy of the entity's governing documents. The documents are also available upon reasonable request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CHANGE IN BEGINNING AND ENDING NET ASSETS IS DUE TO 2023 TRANSACTIONS POSTED IN 2024 IN THE AMOUNT OF $940, 2024 TRANSACTIONS POSTED IN 2025 IN THE AMOUNT OF ($988), RETURN OF CAPITAL ADJUSMENT OF ($275), COST BASIS ADJUSMENT OF ($411) AND ADJUSTMENT TO INCOME OF $2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE WALDORF SCHOOL OF GARDEN CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0111855654
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL SUPPORT THROUGH STUDENT ASSISTANC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0225 CAMBRIDGE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GARDEN CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011530
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0924163
IRS990/TotalAssetsEOYAmt01020557
IRS990/TotalAssetsGrp/BOYAmt0924163
IRS990/TotalAssetsGrp/EOYAmt01020557
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052392
IRS990/TotalFunctionalExpensesGrp/TotalAmt056078
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0924163
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01020557
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt052392
IRS990/TotalReportableCompFromOrgAmt06176
IRS990/TotalRevenueGrp/ExclusionAmt0153204
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153204
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0924163
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01020557
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01650 MARKET ST SUITE 4000
IRS990/USAddress/CityNm0PHILA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0191037391
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECT
ReturnHeader/BusinessOfficerGrp/PhoneNum02154196000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALDORF SCHOOL TRUST 0049-07-19
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0236518948
ReturnHeader/Filer/PhoneNum02154196000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GLENMEDE 1650 MARKET ST STE
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07325164383
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02025-11-12T07:01:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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