THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC

EIN: 043562886 501(c)(3) Education

HUDSON, NY

Total Revenue
$718,166
Total Expenses
$594,574
Total Assets
$561,469
Net Assets
$495,641
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
MA
Principal Officer
VIRGINIA FLYNN
Phone
5188289999
Tax Period
2024-08-01 to 2025-07-31

THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC, founded in 2001, is a small nonprofit in the Education sector that reported $718K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 17% operating margin.

Mission

THE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $508,540

RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS...

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RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.

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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 $412,637
Program Service Revenue $189,273
Investment Income $16,670
Other Revenue $99,586
TOTAL REVENUE $718,166

Expense Breakdown

Grants Paid $0
Salaries & Benefits $344,887
Fundraising Expenses $0
Program Expenses $508,540
Other Expenses $249,687
TOTAL EXPENSES $594,574

Year-over-Year Comparison

2024 2023 Change
Revenue $718,166 $555,530 +0.3%
Expenses $594,574 $651,612 -0.1%
Net Income $123,592 $-96,082 -2.3%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
13
Independent Members
13
Employees
6
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
$36,500
Total Directors
13
$36,500
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUGLAS GERWIN EXECUTIVE DI 20.00
Officer Director
$35,000 $0 $35,000
STEPHEN BLOOMQUIST TREASURER 5.00
Officer Director
$1,500 $0 $1,500
NATALIE ADAMS SECRETARY 5.00
Officer Director
$0 $0 $0
JAN BAUDENDISTEL BOARD MEMBER 2.00
Director
$0 $0 $0
JASON CHILD BOARD MEMBER 2.00
Director
$0 $0 $0
VIRGINIA FLYNN PRESIDENT 5.00
Officer Director
$0 $0 $0
VIVIAN JONES-SCHMIDT BOARD MEMBER 2.00
Director
$0 $0 $0
MARISHA PLOTNIK BOARD MEMBER 2.00
Director
$0 $0 $0
GEORGE RUSSELL BOARD MEMBER 2.00
Director
$0 $0 $0
LEONORE RUSSELL BOARD MEMBER 2.00
Director
$0 $0 $0
JOST SCHIEREN BOARD MEMBER 2.00
Director
$0 $0 $0
WILFRIED SOMMER BOARD MEMBER 2.00
Director
$0 $0 $0
JASON YATES BOARD MEMBER 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 $718,166 $594,574 $561,469 $123,592
2024 $555,530 $651,612 $389,526 $-96,082
2023 $608,967 $601,319 $467,388 $7,648
2022 $722,948 $552,638 $510,649 $170,310
2021 $629,426 $617,558 $448,326 $11,868
2020 $517,697 $549,998 $363,478 $-32,301
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