ORCHARD VALLEY WALDORF SCHOOL INC

EIN: 030330590 501(c)(3) Education

EAST MONTPELIER, VT

Total Revenue
$1,768,723
Total Expenses
$1,950,877
Total Assets
$1,207,074
Net Assets
$663,873
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
VT
Principal Officer
ANNIE MARTIN
Phone
8024567400
Tax Period
2023-07-01 to 2024-06-30

ORCHARD VALLEY WALDORF SCHOOL INC, founded in 1991, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.0M exceeded revenue, resulting in a 10% operating deficit.

Mission

EDUCATIONAL INSTITUTION THAT SERVES CHILDREN FROM EARLY CHILDHOOD THROUGH EIGHTH GRADE. WE DELIVER PROVEN EDUCATIONAL PROGRAMS, GUIDING EACH STUDENT ALONG A PATH THAT ALLOWS THE CHILD TO GROW INTO YOUNG ADULTHOOD WITH INNER CONFIDENCE, A LOVE OF LEARNING, AND THE DYNAMIC THINKING REQUIRED TO PROMOTE SOCIAL RENEWAL. WE SEEK TO AWAKEN AND EDUCATE THE WHOLE CHILD BY EQUALLY ENGAGING THE MIND, ENLIVENING THE IMAGINATION, AND STRENGTHENING THE WILL, IN HARMONY WITH THE NATURAL STAGES OF CHILD DEVELOPMENT. THIS IS ACCOMPLISHED BY: INTEGRATING THE ARTS INTO ALL ASPECTS OF THE CURRICULUM - FOREIGN LANGUAGE, HUMANITIES, MATH AND SCIENCES CREATING AN ENVIRONMENT OF SAFETY AND ACCEPTANCE THAT SEEKS TO RECOGNIZE THE SPECIAL GIFTS OF EACH CHILD CULTIVATING A LIVING RELATIONSHIP BETWEEN THE LAND, OUR CHILDREN, AND THE COMMUNITY WHERE THE JOYS AND TRADITIONS OF PLAY, WORK, FESTIVALS AND SONG UNFOLD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $100
Program Service Revenue $1,459,564
Investment Income $1,631
Other Revenue $307,428
TOTAL REVENUE $1,768,723

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,349,821
Fundraising Expenses $0
Program Expenses $1,554,102
Other Expenses $601,056
TOTAL EXPENSES $1,950,877

Year-over-Year Comparison

2023 2022 Change
Revenue $1,768,723 $1,626,563 +0.1%
Expenses $1,950,877 $1,617,433 +0.2%
Net Income $-182,154 $9,130 -21.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
N/A
Employees
57
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALENA BERUBE BOARD MEMBER N/A
Director
$0 $0 $0
AMANDA CHURCHILL KIPP BOARD MEMBER N/A
Director
$0 $0 $0
LISA MASE BOARD MEMBER N/A
Director
$0 $0 $0
JAMIE RENNER BOARD MEMBER N/A
Director
$0 $0 $0
MICHAEL CHARTRAND SECRETARY N/A
Officer
$0 $0 $0
STEPH KILLIAN BOARD MEMBER N/A
Officer
$0 $0 $0
TYLER KIMBERLY TREASURER N/A
Officer
$0 $0 $0
ANNIE MARTIN CHAIR N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,768,723 $1,950,877 $1,207,074 $-182,154
2024 $1,823,724 $1,950,877 $1,207,074 $-127,153
2023 $1,626,563 $1,617,433 $1,480,337 $9,130
2022 $1,416,443 $1,594,242 $1,451,302 $-177,799
2021 $1,806,037 $1,547,968 $1,669,758 $258,069
2020 $2,217,133 $1,992,096 $1,428,153 $225,037
2019 $1,955,118 $1,618,353 $2,044,199 $336,765
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