Civic Intelligence

Primrose Hill School

EIN 47-1840473 • 501(c)3 • Rhinebeck, NY

Profile

The organization is committed to nurturing independent thinkers through the waldorf philosophy of education by educating grade pre-k through 6th grade.

23 Spring Brook Park Suite 2Rhinebeck, NY 12572

www.primrosehillschool.com

Siviq Scores

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

Liabilities / Assets

96th percentile

1.43x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.34x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

59th percentile

9.2%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-2.5%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$404,213

Down $10,540 (-2.5%) from 2022

Liabilities

Down

$578,338

Down $167,129 (-22%) from 2022

Net Assets

Up

-$174,125

Up $156,589 (+47%) from 2022

Revenue

Up

$1,697,520

Up $326,884 (+24%) from 2022

Expenses

Up

$1,540,931

Up $111,108 (+7.8%) from 2022

Net Income

Up

$156,589

Up $215,776 (+365%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2015: $160,073Liabilities 2015: $93,467Net Assets 2015: $66,6062015Assets 2016: $209,263Liabilities 2016: $163,150Net Assets 2016: $46,1132016Assets 2017: $231,401Liabilities 2017: $237,321Net Assets 2017: -$5,9202017Assets 2018: $577,517Liabilities 2018: $218,015Net Assets 2018: $359,5022018Assets 2019: $578,608Liabilities 2019: $280,568Net Assets 2019: $298,0402019Assets 2020: $334,442Liabilities 2020: $221,290Net Assets 2020: $113,1522020Assets 2021: $294,184Liabilities 2021: $565,711Net Assets 2021: -$271,5272021Assets 2022: $414,753Liabilities 2022: $745,467Net Assets 2022: -$330,7142022Assets 2023: $404,213Liabilities 2023: $578,338Net Assets 2023: -$174,1252023

Highlighted filing

2023

Assets$404,213
Liabilities$578,338
Net Assets-$174,125

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $453,031Expenses 2015: $380,898Net Income 2015: $72,1332015Revenue 2016: $675,524Expenses 2016: $658,998Net Income 2016: $16,5262016Revenue 2017: $875,395Expenses 2017: $932,282Net Income 2017: -$56,8872017Revenue 2018: $1,380,334Expenses 2018: $947,857Net Income 2018: $432,4772018Revenue 2019: $460,115Expenses 2019: $521,577Net Income 2019: -$61,4622019Revenue 2020: $664,845Expenses 2020: $849,733Net Income 2020: -$184,8882020Revenue 2021: $709,267Expenses 2021: $1,095,508Net Income 2021: -$386,2412021Revenue 2022: $1,370,636Expenses 2022: $1,429,823Net Income 2022: -$59,1872022Revenue 2023: $1,697,520Expenses 2023: $1,540,931Net Income 2023: $156,5892023

Highlighted filing

2023

Revenue$1,697,520
Expenses$1,540,931
Net Income$156,589

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$1,712,260
Mission and Program Overview

Mission

The organization is committed to nurturing independent thinkers through the waldorf philosophy of education by educating grade pre-k through 6th grade.

Educate children from grades pre-k through 7th grade incorporating the waldorf philosphy into the curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$400,000$400,000→ $0
Cash and Non-Interest-Bearing Accounts$4,881--
Land, Buildings, and Equipment, Net$9,872$4,213▼ $5,659
Total Assets$414,753$404,213▼ $10,540
Liabilities
Deferred Revenue$559,697$415,970▼ $143,727
Mortgage Notes Payable Secured by Investment Property$150,000$146,795▼ $3,205
Other Liabilities$25,000$0▼ $25,000
Accounts Payable and Accrued Expenses$10,770$15,573▲ $4,803
Total Liabilities$745,467$578,338▼ $167,129
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-330,714$-174,125▲ $156,589
Total Net Assets Fund Balance$-330,714$-174,125▲ $156,589
Total Liabilities and Net Assets / Fund Balance$414,753$404,213▼ $10,540

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$106$111,799$111,905
Other Land Buildings$3,369$21,719$25,088
Equipment$738$16,330$17,068
Compensation and Service Providers

Employees

NameTitleBaseTotal
Christine GoodSecretary$68,884$68,884
Jennifer NelsonTrustee$58,608$58,608

Board Members and Trustees

NameTitle
David FultonChairperson
Erin HilgartTrustee
Matthew JohnstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$607,815
Program Service Revenue
$1,093,459
Investment Income
$0
Other Revenue
$-3,754
All Other Contributions
$232,453
Change in Net Assets
$156,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,137,840
Other Expenses$403,091
Total Fundraising Expense$35,516
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$728,135$152,818$17,979$898,932
Occupancy$157,614$33,079$3,892$194,585
Current Officers, Directors, Trustees, and Key Employees$103,268$21,673$2,550$127,491
Payroll Taxes$67,649$14,198$1,670$83,517
Other Employee Benefits$22,599$4,743$558$27,900
Fees for Services Accounting-$23,307$4,113$27,420
Fees for Services Other$20,036$4,767$1,058$25,861
All Other Expenses$16,595$3,464$409$20,468
Insurance$13,070$2,743$323$16,136
Office Expenses$8,957$1,880$221$11,058
Other Expenses$5,365$1,126$132$6,623
Depreciation Depletion$4,584$962$113$5,659
Information Technology$4,252$892$106$5,250
Advertising-$2,915$515$3,430
Fees for Services Legal-$952$168$1,120
Total Functional Expenses$1,221,364$284,051$35,516$1,540,931
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,740
Fundraising Gross Income$9,022
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$53,522$9,022$1,679$7,343
Total Events$53,522$9,022$14,739$-5,717
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 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, Part VI, Section B, Line 11B

Form 990 is distributed and reviewed by the board of directors before it is filed.

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

Annually, the board of directors require all board members to complete a disclosure identifying all conflicts of interest.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Primrose Hill School
EIN
47-1840473
Phone
8458761226
Address
23 SPRING BROOK PARK SUITE 2, RHINEBECK, NY 12572

Signing Officer

Name
David Fulton
Title
Chairperson
Phone
8458761226
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Fulton
Formed
2014
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
35
Volunteers
15

Preparer

Firm
Uhy Advisors Northeast Inc
Address
ONE HUDSON CITY CENTRE SUITE 204, HUDSON, NY 12534
Preparer
N Therese Wolfe
Phone
5188281565
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The school has evaluated uncertain tax positions and related income tax contingencies and determined uncertain positions, if any, are not material to the financial statements, according to fasb asc 740-10. Penalties and interest assessed by income taxing authorities are included in operating expenses, if incurred. None of the school's returns are currently under examination.

Raw XML AppendixShowing 400 of 436 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.

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IRS990/ProgSrvcAccomActy3Grp/Desc0SUMMER SCHOOL - THE CAMP PROGRAM ALLOWS KIDS TO DISCOVER, PLAY, AND CREATE DURING THE SUMMER MONTHS. THE CAMP PROGRAM INCLUDES GARDENING, CIRCUS TRAINING, FARMING, DANCING, AND COOKING. THE PROGRAM IS AVAILABLE FOR CHILDREN AGES 3-12 AND IS HOSTED IN THE SCHOOL'S WALDORF-INSPIRED CAMPUS EQUIPPED WITH FULL CLASSROOMS, A FARM, GREENHOUSE, GARDEN, ANIMALS, AND OUTDOOR SPACE TO PLAY AND CREATE.
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0491690
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0338801
IRS990/PYOtherRevenueAmt05674
IRS990/PYProgramServiceRevenueAmt0873272
IRS990/PYRevenuesLessExpensesAmt0-59187
IRS990/PYSalariesCompEmpBnftPaidAmt01091022
IRS990/PYTotalExpensesAmt01429823
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01370636
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0156589
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0404580
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/EquipmentGrp/BookValueAmt0738
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016330
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017068
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0106
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0111799
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0111905
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03369
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021719
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025088
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS EVALUATED UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE SCHOOL'S RETURNS ARE CURRENTLY UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04213
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLICIZED IN LOCAL PUBLICATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt044500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt044500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014739
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01550
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09022
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5717
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01679
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01679
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011510
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011510
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS DISTRIBUTED AND REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, THE BOARD OF DIRECTORS REQUIRE ALL BOARD MEMBERS TO COMPLETE A DISCLOSURE IDENTIFYING ALL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0414753
IRS990/TotalAssetsEOYAmt0404213
IRS990/TotalAssetsGrp/BOYAmt0414753
IRS990/TotalAssetsGrp/EOYAmt0404213
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0607815
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035516
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0284051
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01221364
IRS990/TotalFunctionalExpensesGrp/TotalAmt01540931
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0745467
IRS990/TotalLiabilitiesEOYAmt0578338
IRS990/TotalLiabilitiesGrp/BOYAmt0745467
IRS990/TotalLiabilitiesGrp/EOYAmt0578338
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-330714
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-174125
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01221364
IRS990/TotalProgramServiceRevenueAmt01093459
IRS990/TotalReportableCompFromOrgAmt0127492
IRS990/TotalRevenueGrp/ExclusionAmt0-5718
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01095423
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01697520
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0414753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0404213
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023 SPRING BROOK PARK SUITE 2
IRS990/USAddress/CityNm0RHINEBECK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012572
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04

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