Civic Intelligence

Richmond Waldorf School

990 • Fiscal year 2023 • EIN 54-1518603

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 29, 2024

Organization Profilewww.richmondwaldorf.com
1301 Robin Hood RdRichmond, VA 23227

(804) 377-8024

Siviq Scores

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

Liabilities / Assets

87th percentile

0.61x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.77x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

54th percentile

5.8%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

45th percentile

$37,039

Higher top officer pay than 45% of similar nonprofits.

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

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

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

41st percentile

1.7%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$3,453,752

Up $374,688 (+12%) from 2021

Net Assets

Up

$1,330,722

Up $316,499 (+31%) from 2021

Liabilities

Up

$2,123,030

Up $58,189 (+2.8%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin54th percentile

Revenue

Up

$2,771,613

Up $619,057 (+29%) from 2021

Expenses

Up

$2,610,496

Up $487,831 (+23%) from 2021

Net Income

Up

$161,117

Up $131,226 (+439%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $329,373Liabilities 2012: $267,970Net Assets 2012: $61,4032012Assets 2013: $385,630Liabilities 2013: $279,465Net Assets 2013: $106,1652013Assets 2014: $221,077Liabilities 2014: $133,383Net Assets 2014: $87,6942014Assets 2015: $336,072Liabilities 2015: $275,972Net Assets 2015: $60,1002015Assets 2021: $3,079,064Liabilities 2021: $2,064,841Net Assets 2021: $1,014,2232021Assets 2023: $3,453,752Liabilities 2023: $2,123,030Net Assets 2023: $1,330,7222023

Highlighted filing

2023

Assets$3,453,752
Liabilities$2,123,030
Net Assets$1,330,722
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $965,9372012Expenses 2013: $970,5402013Revenue 2014: $1,101,315Expenses 2014: $1,119,786Net Income 2014: -$18,4712014Revenue 2015: $1,155,971Expenses 2015: $1,126,795Net Income 2015: $29,1762015Revenue 2021: $2,152,556Expenses 2021: $2,122,665Net Income 2021: $29,8912021Revenue 2023: $2,771,613Expenses 2023: $2,610,496Net Income 2023: $161,1172023

Highlighted filing

2023

Revenue$2,771,613
Expenses$2,610,496
Net Income$161,117
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$2,799,286
Mission and Program Overview

Mission

To provide a learning environment that promotes independent thinking, cultivates creativity, builds confidence, and develops practical skills for children in Pre-K through 8th grade.

Our Waldorf approach to educate seeks to nurture physical, moral, intellectual, artistic, emotional & spiritual capacities of the child.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,979,918$1,964,964▼ $14,954
Savings and Temporary Cash Investments$695,032$890,312▲ $195,280
Cash and Non-Interest-Bearing Accounts$450,839$562,157▲ $111,318
Accounts Receivable$13,181$17,881▲ $4,700
Total Assets$3,138,970$3,453,752▲ $314,782
Other Assets Total$0$18,438▲ $18,438
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,434,737$1,387,080▼ $47,657
Deferred Revenue$475,678$646,628▲ $170,950
Accounts Payable and Accrued Expenses$58,950$72,161▲ $13,211
Other Liabilities$0$17,161▲ $17,161
Total Liabilities$1,969,365$2,123,030▲ $153,665
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,167,605$1,330,722▲ $163,117
Net Assets With Donor Restrictions$2,000$0▼ $2,000
Total Net Assets Fund Balance$1,169,605$1,330,722▲ $161,117
Total Liabilities and Net Assets / Fund Balance$3,138,970$3,453,752▲ $314,782

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,369,549$223,667-
Land$487,500--
Leasehold Improvements$107,915$31,803-
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy DanielInterim DirectorFT$36,833$206$37,039
Nancy CrossInterim DirectorFT$36,945-$36,945

Board Members and Trustees

NameTitle
Ashley LongBoard Chair
Marianne KelliherBoard Secretary
Greg BauerBoard Treasurer
Brian GillertTrustee
Brooke AndersonTrustee
Heather SimonTrustee
Kadie ParsleyTrustee
Kimberly WashburnTrustee
Dawn PollardEx Officio
Erica ChildressEx Officio
Heather MauryEx Officio
Revenue and Support

Revenue Composition

Contributions and Grants
$88,000
Program Service Revenue
$2,656,849
Investment Income
$23,278
Other Revenue
$3,486
All Other Contributions
$78,270
Change in Net Assets
$161,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,540,904
Other Expenses$751,412
Grants and Similar Amounts Paid$318,180
Total Fundraising Expense$75,748
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$979,044$90,027$56,266$1,125,337
Grants to Domestic Individuals$318,180--$318,180
Other Employee Benefits$205,297$958$599$206,854
Occupancy$158,967$8,366-$167,333
Fees for Services Other$14,011$143,189-$157,200
Current Officers, Directors, Trustees, and Key Employees$98,527$9,060$5,663$113,250
Payroll Taxes$83,053$7,637$4,773$95,463
Conferences and Meetings$60,614$5,574$3,484$69,672
Interest$56,917$2,996-$59,913
Depreciation Depletion$48,033$2,528-$50,561
Information Technology$3,754$30,035$3,754$37,543
Insurance$21,311$1,122-$22,433
All Other Expenses$6,214$15,156-$21,370
Fees for Services Legal$12,495$658-$13,153
Other Expenses$11,406$292$1,209$11,406
Fees for Services Accounting$8,218$432-$8,650
Office Expenses$1,661--$1,661
Total Functional Expenses$2,212,486$322,262$75,748$2,610,496
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,673
Fundraising Gross Income$27,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Festivals$36,055$26,325$20,562$5,763
Classroom Events$675$675$2,671$-1,996
Total Events$36,730$27,000$27,673$-673
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$17,161
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Other officer compensation reviewed
Yes
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 A, line 7A

“The Organization's board members have the power to elect new board members.”

Form 990, Part VI, Section B, line 11B

“Board of Trustees reviews the Form 990 against CPA reviewed financials with the tax preparer prior to filing”

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

“All board members are asked to disclose any conflicts of interest at each board meeting.”

Form 990, Part VI, Section B, line 15

“Compensation is determined by the Finance Committee and Board by analyzing comparative data from a compensation survey and study.”

Form 990, Part VI, Section C, line 19

“All board members are asked to disclose any conflicts of interest at each board meeting.”

Filing and Contact Details

Filer

Filer Name
Richmond Waldorf School
EIN
54-1518603
Phone
8043778024
Address
1301 Robin Hood Rd, Richmond, VA 23227

Signing Officer

Name
Ashley S Long
Title
Board Chair
Phone
8043778024
Signed
2024-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley S Long
Formed
1988
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
59
Volunteers
200

Preparer

Firm
Pilc & Moseley LLC
Address
4312 Grove Avenue, Richmond, VA 23221
Preparer
William C Pilc
Phone
8049188490
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Richmond Waldorf School is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. However, income from certain activities not directly related to the School's tax-exempt purpose is subject to taxation as unrelated business income. There was no liability for unrelated business income for the year June 30, 2023. The School is subject to taxation in the U.S. and a small number of state and local jurisdictions. The material jurisdictions subject to potential examination by taxing authorities include the U.S. and the Commonwealth of Virginia. Management does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the School's results of operations. Tax years that remain subject to examination by the IRS are the fiscal years ended June 30, 2020 through June 30, 2023.”

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IRS990/Desc0Established in 1996, Richmond Waldorf School is a Pre-K through 8th grade independent Waldorf School located on a 3.5 acre urban campus in Richmond, VA. We serve 190 students through a developmentally- appropriate curriculum that honors each student for who they are and seeks to develop their whole person - intellectually, socially, emotionally, and physically. RWS emphasizes hands-on learning with an artistic and practical approach to academic subjects. Waldorf students develop meaningful skills in a way that inspires confidence, builds practical skills, and cultivates creativity. RWS Faculty and Administration are dedicated to growing Waldorf education and share the common goal of raising a new generation of students to care for each other, themselves, and the world around them. Waldorf class teaching is demanding and enormously rewarding work. Our educators model what it means to be a whole human and the pedagogy reinforces strong and meaningful relationships. One notable aspect of our grades program is that the Waldorf teacher remains with their class for multiple years - often from first through eighth grade. This paradigm centers healthy child development by showing students how their teacher works to continually cultivate an atmosphere of awareness and interest, present new opportunities for self-discovery, and demonstrate their service to the world. With a specialized curriculum, investing in a faculty of credentialed Waldorf teachers and staff is naturally a large portion of the program's expenses. 70% of RWS faculty have over ten years teaching experience. Just as our teachers grow our students' sense of self-reliance, our school aims to continually offer increased professional development opportunities and compensation.
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IRS990/MissionDesc0Our approach to a holistic Waldorf education lays the foundation for a life full of meaning and purpose. (See 4a)
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IRS990/OccupancyGrp/TotalAmt0167333
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0599
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0958
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0205297
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0206854
IRS990/OtherExpensesGrp/Desc0Supplies & Materials
IRS990/OtherExpensesGrp/Desc1Field Trips
IRS990/OtherExpensesGrp/Desc2Dues & Membership Fees
IRS990/OtherExpensesGrp/Desc3PA Expenses
IRS990/OtherExpensesGrp/FundraisingAmt01209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04232
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1292
IRS990/OtherExpensesGrp/ProgramServicesAmt076936
IRS990/OtherExpensesGrp/ProgramServicesAmt133523
IRS990/OtherExpensesGrp/ProgramServicesAmt214325
IRS990/OtherExpensesGrp/ProgramServicesAmt311406
IRS990/OtherExpensesGrp/TotalAmt082377
IRS990/OtherExpensesGrp/TotalAmt133523
IRS990/OtherExpensesGrp/TotalAmt214617
IRS990/OtherExpensesGrp/TotalAmt311406
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IRS990/OtherRevenueTotalAmt04159
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt056266
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt090027
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0979044
IRS990/OtherSalariesAndWagesGrp/TotalAmt01125337
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04773
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07637
IRS990/PayrollTaxesGrp/ProgramServicesAmt083053
IRS990/PayrollTaxesGrp/TotalAmt095463
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Ashley S Long
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0Tuition & Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02656849
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IRS990/ProgSrvcAccomActy2Grp/Desc0An investment in high quality supplies is integral to delivering a Waldorf curriculum. Our students use natural beeswax crayons, colored pencils, and watercolors for their main lesson books and artwork. In handwork classes, students knit and crochet with hand dyed wool roving and yarn. Using only hand tools, children in the woodworking program concentrate on honing their skills to make practical, beautiful objects. Developing endurance is the cornerstone of our bike program, where every child learns to master life on two wheels. Because we believe that every human is musical, we strengthen children's musicality through songs, dances and games and then build up literacy teaching various wind instruments, culminating in formal string instrument instruction. In the Early Childhood program, teachers work with handmade and natural toys and fabrics, including wooden figurines, handmade dolls, and playsilks. All these tactile, sensory supplies speak to our mission to connect the head, heart, and hands of our students, delivering a balanced, holistic, and fully integrated curriculum.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt082377
IRS990/ProgSrvcAccomActy3Grp/Desc0Today's child needs connection with the natural world more than ever. Field trips enliven the curriculum for the students by expanding their sensory experiences with the content they are studying in the classroom. From multi-day overnight trips to locally curated day destinations, the school invests heavily in these experiences to support the deepening of the students' knowledge and understanding of the world around them. A few of the multi-day rites of passage at RWS include a third grade trip to live and work at a biodynamic organic farm, fifth grade camping trip to a Virginia bee sanctuary, and a sixth grade caving excursion. To bring academics to life, RWS partners with other independent schools on Pentathalon and Medieval games. For the younger children who are not quite ready to leave the nest overnight, RWS has long established relationships with local farms, orchards and specialty museums.
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYTotalExpensesAmt02568808
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02724192
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0161117
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0223667
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01593216
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0487500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0487500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0107915
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt031803
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017161
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Richmond Waldorf School is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. However, income from certain activities not directly related to the School's tax-exempt purpose is subject to taxation as unrelated business income. There was no liability for unrelated business income for the year June 30, 2023. The School is subject to taxation in the U.S. and a small number of state and local jurisdictions. The material jurisdictions subject to potential examination by taxing authorities include the U.S. and the Commonwealth of Virginia. Management does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the School's results of operations. Tax years that remain subject to examination by the IRS are the fiscal years ended June 30, 2020 through June 30, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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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/ExplanationTxt0The policy is noted in the school's annual report and on the school's website
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Festivals
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-673

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,453,752
Liabilities
$2,123,030
Net assets
$1,330,722
Revenue
$2,771,613
Expenses
$2,610,496
Net income
$161,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.45$2.12$1.33$2.77$2.61$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$2.06$1.01$2.15$2.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.28$0.06$1.16$1.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.13$0.09$1.10$1.12$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.28$0.11$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.27$0.06$0.97