PIONEER VALLEY WALDORF SCHOOL ASSO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

NOAH SMITH

Phone

4135861908

Tax Period

2022-09-01 to 2023-08-31

PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC, founded in 1980, is a community nonprofit in the Education sector that reported $6.3M in total revenue in fiscal year 2022.

Mission

THE HARTSBROOK SCHOOL IS DEDICATED TO NURTURING THE UNIQUE SPIRIT OF EACH CHILD. THE PROGRAM, FROM PRE-SCHOOL THROUGH GRADE 12, INTEGRATES ACADEMIC ARTISTIC, AND PRACTICAL WORK TO AWAKEN CLARITY OF THROUGHT, WARMTH OF HEART, AND STRENGTH OF PURPOSE. THROUGH JOY IN LEARNING, KINSHIP WITH NATURE, AND WORKING IN COMMUNITY WE PREPARE STUDENTS TO MEET THE CHALLENGES OF THE FUTURE AND TO FIND MEANING AND DIRECTION IN THEIR LIVES.

Program Service Accomplishments

Program 1

Expenses: $5,813,559 Revenue: $5,863,850

PROVIDE A PRE-SCHOOL THROUGH GRADE 12 EDUCATIONAL EXPERIENCE FOR OVER 250 CHILDREN USING THE PRINCIPLES AND PHILOSOPHY OF RUDOLPH STEINER.

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $411,788

Program Service Revenue $5,856,685

Investment Income $7,165

Other Revenue $38,879

TOTAL REVENUE $6,314,517

Expense Breakdown

Grants Paid $1,475,213

Salaries & Benefits $4,138,085

Fundraising Expenses $122,591

Program Expenses $5,813,559

Other Expenses $1,209,889

TOTAL EXPENSES $6,823,187

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,314,517	$6,012,345	+0.1%
Expenses	$6,823,187	$6,395,872	+0.1%
Net Income	$-508,670	$-383,527	+0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

136

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SWANSEA BENHAM BLEICHER	DIRECTOR	4.00	Officer Director	$0	$0	$0
JAN BAUDENDISTEL	DIRECTOR	2.00	Director	$0	$0	$0
NOAH SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
ANNE WOODHULL	DIRECTOR	2.00	Director	$0	$0	$0
JANIS ABBINGSOLE	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRENNAN SMITH	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA MCCORMACK	CLERK	2.00	Officer Director	$0	$0	$0
NATALIE ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS HEINEMAN	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
MARIA JOSE BOTELHO AYRES	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE THURRELL	DIRECTOR	2.00	Director	$0	$0	$0
OLIVIA DREIER	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE ONG-HENDRICK	DIRECTOR	2.00	Director	$0	$0	$0
JILLIAN MCLEOD	DIRECTOR	2.00	Director	$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
2023	$6,314,517	$6,823,187	$4,670,033	$-508,670
2022	$6,012,345	$6,395,872	$5,145,162	$-383,527
2021	$6,154,318	$5,320,470	$5,745,408	$833,848
2020	$5,527,204	$5,611,792	$4,921,534	$-84,588
2019	$5,173,075	$5,386,078	$4,722,758	$-213,003
2018	$5,064,309	$5,235,304	$4,994,047	$-170,995

PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC