Upper Valley Waldorf School

Analysis

Upper Valley Waldorf School is a registered charity in United States, based in Quechee, VT. It received its IRS tax-exemption ruling in May 1989, 37 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Upper Valley Waldorf School reported income of $2.5m and spending of $2.8m, spending 112% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income grew from $2.1m to $2.5m (+18%), an average of +4.2% a year. The sharpest change came in the year to June 2021, when income rose by 25%. Over the whole period it spent 103% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Upper Valley Waldorf School sits at the 84th percentile: it is larger than about 84% of them. Against every charity in United States with reported income it ranks in the 88th percentile, and in the 87th percentile within VT. Charities of a similar size with the same main cause include Northpoint Christian Academy Inc ($2.5m), Children First Education Fund ($2.5m) and Trey Whitfield School ($2.5m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 14% and program service revenue 86% of the total. Compensation of current officers, directors and key employees was $156k (5.5% of expenses). Other salaries and wages came to $1.1m. At year end it held assets of $4.0m against liabilities of $935k, net assets of $3.1m. It reported 43 employees.