Housatonic Valley Waldorf School Association Inc

Analysis

Housatonic Valley Waldorf School Association Inc is a registered charity in United States, based in Newtown, CT. It received its IRS tax-exemption ruling in February 1992, 34 years ago. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Housatonic Valley Waldorf School Association Inc reported income of $2.1m and spending of $2.3m, spending 108% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income grew from $1.9m to $2.1m (+12%), an average of +2.9% a year. The sharpest change came in the year to June 2022, when income rose by 26%. Over the whole period it spent 97% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Housatonic Valley Waldorf School Association Inc sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 86th percentile, and in the 85th percentile within CT. Charities of a similar size with the same main cause include Oak Hill School ($2.1m), Amarillo Montessori Academy ($2.1m) and Yardley-Makefield Consolidated Emergency Unit ($2.1m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 24% and program service revenue 75% of the total. Compensation of current officers, directors and key employees was $111k (4.8% of expenses). Other salaries and wages came to $1.3m. At year end it held assets of $4.0m against liabilities of $1.0m, net assets of $3.0m. It reported 70 employees.