Civic Intelligence

Hudson Valley Sudbury School

EIN 76-0705866 • 501(c)3 • Kingston, NY

Profile

Education for grades K-12

84 Zena RdKingston, NY 12401

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.81x

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

NTEE B20 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

1.64x

Higher debt load relative to revenue than 98% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2025

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

NTEE B20 • $1M-$5M nonprofits • Source year 2025

Asset Growth

49th percentile

6.9%

Faster asset growth than 49% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

16%

Faster revenue growth than 54% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,483,318

Up $95,345 (+6.9%) from 2024

Liabilities

Down

$1,202,854

Down $32,581 (-2.6%) from 2024

Net Assets

Up

$280,464

Up $127,926 (+84%) from 2024

Revenue

Up

$735,658

Up $102,038 (+16%) from 2024

Expenses

Down

$615,228

Down $8,475 (-1.4%) from 2024

Net Income

Up

$120,430

Up $110,513 (+1114%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2010: $1,420,430Liabilities 2010: $1,912,628Net Assets 2010: -$492,1982010Assets 2011: $1,410,005Liabilities 2011: $1,893,148Net Assets 2011: -$483,1432011Assets 2012: $1,348,033Liabilities 2012: $1,869,991Net Assets 2012: -$521,9582012Assets 2013: $1,346,645Liabilities 2013: $1,834,991Net Assets 2013: -$488,3462013Assets 2014: $1,362,574Liabilities 2014: $1,840,584Net Assets 2014: -$478,0102014Assets 2015: $1,342,197Liabilities 2015: $1,767,615Net Assets 2015: -$425,4182015Assets 2016: $1,299,926Liabilities 2016: $1,726,408Net Assets 2016: -$426,4822016Assets 2017: $1,317,514Liabilities 2017: $1,691,589Net Assets 2017: -$374,0752017Assets 2018: $1,316,720Liabilities 2018: $1,649,288Net Assets 2018: -$332,5682018Assets 2019: $1,387,860Liabilities 2019: $1,605,652Net Assets 2019: -$217,7922019Assets 2020: $1,330,644Liabilities 2020: $1,543,862Net Assets 2020: -$213,2182020Assets 2021: $1,420,180Liabilities 2021: $1,543,814Net Assets 2021: -$123,6342021Assets 2022: $1,440,385Liabilities 2022: $1,340,567Net Assets 2022: $99,8182022Assets 2023: $1,443,701Liabilities 2023: $1,301,080Net Assets 2023: $142,6212023Assets 2024: $1,387,973Liabilities 2024: $1,235,435Net Assets 2024: $152,5382024Assets 2025: $1,483,318Liabilities 2025: $1,202,854Net Assets 2025: $280,4642025

Highlighted filing

2025

Assets$1,483,318
Liabilities$1,202,854
Net Assets$280,464

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $179,2262010Expenses 2011: $171,7112011Expenses 2012: $177,9712012Expenses 2013: $225,4042013Revenue 2014: $276,913Expenses 2014: $244,982Net Income 2014: $31,9312014Revenue 2015: $402,421Expenses 2015: $349,829Net Income 2015: $52,5922015Revenue 2016: $473,620Expenses 2016: $474,280Net Income 2016: -$6602016Revenue 2017: $514,668Expenses 2017: $462,261Net Income 2017: $52,4072017Revenue 2018: $511,900Expenses 2018: $470,393Net Income 2018: $41,5072018Revenue 2019: $582,904Expenses 2019: $468,106Net Income 2019: $114,7982019Revenue 2020: $487,419Expenses 2020: $482,961Net Income 2020: $4,4582020Revenue 2021: $554,496Expenses 2021: $465,005Net Income 2021: $89,4912021Revenue 2022: $814,240Expenses 2022: $590,788Net Income 2022: $223,4522022Revenue 2023: $642,090Expenses 2023: $599,287Net Income 2023: $42,8032023Revenue 2024: $633,620Expenses 2024: $623,703Net Income 2024: $9,9172024Revenue 2025: $735,658Expenses 2025: $615,228Net Income 2025: $120,4302025

Highlighted filing

2025

Revenue$735,658
Expenses$615,228
Net Income$120,430

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$1.20$0.28$0.74$0.62$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.39$1.24$0.15$0.63$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.44$1.30$0.14$0.64$0.60$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.44$1.34$0.10$0.81$0.59$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.42$1.54$0.12$0.55$0.47$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.33$1.54$0.21$0.49$0.48$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.39$1.61$0.22$0.58$0.47$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.32$1.65$0.33$0.51$0.47$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.32$1.69$0.37$0.51$0.46$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.30$1.73$0.43$0.47$0.47$0.00
2015Summary only. Only limited summary data is available for this year.$1.34$1.77$0.43$0.40$0.35$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.36$1.84$0.48$0.28$0.24$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.83$0.49$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.87$0.52$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.89$0.48$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.91$0.49$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Feb 6, 2026
Return Version
2024v5.2
Gross Receipts
$735,658
Mission and Program Overview

Mission

Education for grades K-12

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$930,459$923,738▼ $6,721
Cash and Non-Interest-Bearing Accounts$217,661$286,204▲ $68,543
Savings and Temporary Cash Investments$239,853$272,806▲ $32,953
Accounts Receivable-$570-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,387,973$1,483,318▲ $95,345
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,205,000$1,130,000▼ $75,000
Deferred Revenue$22,939$72,854▲ $49,915
Total Liabilities$1,227,939$1,202,854▼ $25,085
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$160,034$280,464▲ $120,430
Total Net Assets Fund Balance$160,034$280,464▲ $120,430
Total Liabilities and Net Assets / Fund Balance$1,387,973$1,483,318▲ $95,345

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$851,611$869,601$1,721,212
Land$39,050-$39,050
Equipment$20,677$4,861$25,538
Leasehold Improvements$12,400$3,100$15,500
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$39,950
Program Service Revenue
$694,897
Investment Income
$0
Other Revenue
$811
All Other Contributions
$39,950
Change in Net Assets
$120,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$383,324
Other Expenses$231,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$254,072--$254,072
Current Officers, Directors, Trustees, and Key Employees$73,200$24,400-$97,600
Depreciation Depletion$49,706--$49,706
Payroll Taxes$29,780$1,872-$31,652
All Other Expenses$26,953$2,084-$29,037
Other Expenses$15,073--$15,073
Insurance$12,923--$12,923
Fees for Services Accounting-$5,990-$5,990
Advertising$5,041--$5,041
Office Expenses-$4,802-$4,802
Travel-$101-$101
Total Functional Expenses$575,979$39,249$0$615,228
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

The return was reviewed by the treasurer before submission.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Hudson Valley Sudbury School
EIN
76-0705866
Phone
8456791002
Address
84 Zena Rd, Kingston, NY 12401

Signing Officer

Name
Charles Morse
Title
President
Signed
2026-02-06
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
5
Employees
8

Preparer

Firm
Brian J Pickard CPA
Address
30 Grand Street / PO Box 1368, Kingston, NY 12402
Preparer
Brian J Pickard
Phone
8453399926
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IRS990/OtherExpensesGrp/ProgramServicesAmt215650
IRS990/OtherExpensesGrp/ProgramServicesAmt315073
IRS990/OtherExpensesGrp/TotalAmt062606
IRS990/OtherExpensesGrp/TotalAmt130975
IRS990/OtherExpensesGrp/TotalAmt215650
IRS990/OtherExpensesGrp/TotalAmt315073
IRS990/OtherRevenueTotalAmt0811
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0254072
IRS990/OtherSalariesAndWagesGrp/TotalAmt0254072
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01872
IRS990/PayrollTaxesGrp/ProgramServicesAmt029780
IRS990/PayrollTaxesGrp/TotalAmt031652
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Charles Morse
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0694897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0694897
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt023513
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0787
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0300147
IRS990/PYProgramServiceRevenueAmt0609320
IRS990/PYRevenuesLessExpensesAmt09917
IRS990/PYSalariesCompEmpBnftPaidAmt0323556
IRS990/PYTotalExpensesAmt0623703
IRS990/PYTotalRevenueAmt0633620
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0120430
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239853
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0272806
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0851611
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0869601
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01721212
IRS990ScheduleD/EquipmentGrp/BookValueAmt020677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04861
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025538
IRS990ScheduleD/LandGrp/BookValueAmt039050
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt039050
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012400
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03100
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0923738
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/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return was reviewed by the treasurer before submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01387973
IRS990/TotalAssetsEOYAmt01483318
IRS990/TotalAssetsGrp/BOYAmt01387973
IRS990/TotalAssetsGrp/EOYAmt01483318
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039950
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039249
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0575979
IRS990/TotalFunctionalExpensesGrp/TotalAmt0615228
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01227939
IRS990/TotalLiabilitiesEOYAmt01202854
IRS990/TotalLiabilitiesGrp/BOYAmt01227939
IRS990/TotalLiabilitiesGrp/EOYAmt01202854
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0160034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0280464
IRS990/TotalProgramServiceExpensesAmt0575979
IRS990/TotalProgramServiceRevenueAmt0694897
IRS990/TotalRevenueGrp/ExclusionAmt0811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0694897
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0735658
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01387973
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01483318
IRS990/TravelGrp/ManagementAndGeneralAmt0101
IRS990/TravelGrp/TotalAmt0101
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt084 Zena Rd
IRS990/USAddress/CityNm0Kingston
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012401
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0zenademocraticschool.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Morse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hudson Valley Sudbury School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA Zena Democratic
ReturnHeader/Filer/BusinessNameControlTxt0HUDS
ReturnHeader/Filer/EIN0760705866
ReturnHeader/Filer/PhoneNum08456791002
ReturnHeader/Filer/USAddress/AddressLine1Txt084 Zena Rd
ReturnHeader/Filer/USAddress/CityNm0Kingston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020532520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brian J Pickard CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Grand Street / PO Box 1368
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kingston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012402

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