WALDORF SCHOOL AT MORAINE FARM INC

EIN: 042861201 501(c)(3) Education

BEVERLY, MA

Total Revenue
$1,986,167
Total Expenses
$2,065,416
Total Assets
$3,096,381
Net Assets
$1,164,768
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
MA
Principal Officer
SAMANTHA VONA
Phone
9789278811
Tax Period
2024-07-01 to 2025-06-30

WALDORF SCHOOL AT MORAINE FARM INC, founded in 1985, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024.

Mission

THE MISSION OF WALDORF SCHOOL AT MORAINE FARM IS TO HELP STUDENTS DISCOVER AND DEVELOP THE INDIVIDUAL CAPACITIES SO THAT THEY CAN FULLY ENGAGE IN THE WORLD AND CONTRIBUTE MEANINGFULLY TO SOCIETY. WE AIM TO CULTIVATE CLARITY OF THINKING, COMPASSION AND MORAL STRENGTH, AND PURPOSEFUL ACTION IN OUR STUDENTS. OUR EDUCATIONAL APPROACH IS FOUNDED ON THE TIME-TESTED INSIGHTS INTO HUMAN DEVELOPMENT APPLIED BY WALDORF SCHOOLS THROUGHOUT THE WORLD. WE INTEGRATE A RICH AGE-APPROPRIATE CURRICULUM IN THE HUMANITIES, MATH AND SCIENCE, WITH MUSIC, VISUAL AND PRACTICAL ARTS AND MOVEMENT. WE WORK TO MAKE LESSONS ACTIVE, FILLED WITH IMAGINATION AND CONNECTED WITH PRACTICAL LIFE. WE RECOGNIZE THAT THE HEART OF EDUCATION IS THE RELATIONSHIP BETWEEN TEACHER AND STUDENTS, WHICH GROWS AND CHANGES TO MEET THE DISTINCT DEVELOPMENT STAGES OF THE CHILD BUILDING COMMUNITY IS ALSO VITAL TO OUR MISSION. FACULTY, PARENTS, ALUMNI, AND FRIENDS COLLABORATE TO TEND AND GROW THE SCHOOL, MODELING THE LIFELONG LEARNING.

Program Service Accomplishments

Program 1
Expenses: $1,504,823 Revenue: $1,877,542

PROVIDE SCHOOLING FOR CHILDREN FROM NURSERY THROUGH GRADE 6 CLASSES, AS WELL AS OTHER PROGRAMING INCLUDING AFTER SCHOOL AND SUMMER CAMPS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $108,551
Program Service Revenue $1,882,946
Investment Income $74
Other Revenue $-5,404
TOTAL REVENUE $1,986,167

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,541,194
Fundraising Expenses $62,513
Program Expenses $1,504,823
Other Expenses $524,222
TOTAL EXPENSES $2,065,416

Year-over-Year Comparison

2024 2023 Change
Revenue $1,986,167 $1,965,105 +0.0%
Expenses $2,065,416 $2,274,133 -0.1%
Net Income $-79,249 $-309,028 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
6
Employees
60
Volunteers
50

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
3
$66,565
Total Directors
8
$66,565
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SAMANTHA VONA TREASURER 5.00
Director
$0 $0 $0
RACHEL MCCARTHY TRUSTEE / ADMISSION DIRECT 40.00
Officer Director
$56,551 $3,044 $59,595
MARLENE DICKINSON TRUSTEE 5.00
Director
$0 $0 $0
KARL PULKKINEN SECRETARY 5.00
Officer Director
$0 $0 $0
REBECCA RUGO PRESIDENT 5.00
Officer Director
$6,970 $0 $6,970
MARISA KOBUS TRUSTEE 5.00
Director
$0 $0 $0
JOANNA MACINNIS TRUSTEE 5.00
Director
$0 $0 $0
TIM SPITTLE TRUSTEE 5.00
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 $1,986,167 $2,065,416 $3,096,381 $-79,249
2024 No data No data No data No data
2023 $1,991,219 $2,076,263 $3,374,821 $-85,044
2022 $2,082,039 $1,800,628 $3,535,958 $281,411
2021 $1,701,362 $1,732,607 $3,306,970 $-31,245
2020 $1,384,669 $1,638,218 $3,155,249 $-253,549
2019 $1,593,638 $1,889,709 $3,224,676 $-296,071
2018 $1,956,403 $1,888,284 $3,625,222 $68,119
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