2024-05-07T10:48:15-05:00 2023-06-30 FORVIS LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2022-07-01 111855654 THE WALDORF SCHOOL OF GARDEN CITY % GARY CARLE WALD 5167423434 225 CAMBRIDGE AVENUE GARDEN CITY NY 11530 NICOLE LITTREAN SCHOOL ADMINISTRATOR 5167423434 2024-05-15 true NICOLE LITTREAN 999009999 Aaron Shapiro P01333816 2128674000 2024-05-15 2 2022 2023-04-26 12:10:37Z NICOLE LITTREAN 225 CAMBRIDGE AVE GARDEN CITY NY 11530 13314540 false X WWW.WALDORFGARDEN.ORG X 1947 NY TO CONDUCT, OPERATE, AND MAINTAIN AN EARLY CHILDHOOD, ELEMENTARY, AND SECONDARY SCHOOL. 13 11 270 75 0 2184439 1046348 11009576 11920203 309761 173505 97700 45909 13601476 13185965 1816524 1907194 0 0 7341263 8194450 0 0 262018 2915515 3060956 12073302 13162600 1528174 23365 13682215 14149609 2934204 3108266 10748011 11041343 X THE WALDORF SCHOOL OF GARDEN CITY EDUCATES CHILDREN TO MEET THE WORLD WITH PURPOSE, GRATITUDE AND RESPECT. OUR CURRICULUM, INSPIRED BY RUDOLF STEINER, PROGRESSES IN ACCORDANCE WITH CHILD DEVELOPMENT, AWAKENING STUDENTS TO THE EXPERIENCE OF KNOWLEDGE, STRENGTHENING THEIR SENSE OF MORAL RESPONSIBILITY, AND EMPOWERING THEM TO ACT WITH COURAGE AND CONVICTION. THE SCHOOL'S AIM IS TO GRADUATE A DIVERSE GROUP OF YOUNG PEOPLE DISTINGUISHED BY THE SCOPE AND ACUITY OF THEIR MINDS AS WELL AS THE DEPTH OF THEIR CHARACTER. false false 8397683 1907194 8969191 IN KEEPING WITH THE SCHOOLS CORE MISSION, DURING THE 2022-2023 ACADEMIC YEAR, THE WALDORF SCHOOL OF GARDEN CITY EDUCATED 331 STUDENTS FROM NURSERY THROUGH TWELFTH GRADE. AN ADDITIONAL 76 FAMILIES PARTICIPATED IN THE PARENT CHILD PROGRAM WHICH IMMERSES THE YOUNG CHILD IN AN ENVIRONMENT THAT SUPPORTS HEALTHY, AGE APPROPRIATE SENSORY, SOCIAL AND EMOTIONAL DEVELOPMENT AND OFFERS RELAXING ACTIVITY AND CONVERSATION FOR THE ADULTS. ADDITIONAL PROGRAMS SUCH AS THE PRESCHOOL EARLY MORNING DROP OFF AND AFTERNOO PLAYGROUP, EXTENDED DAY PROGRAMS, AND HOMEWORK CLUB, ALONG WITH A WIDE RANGE OF AFTER-SCHOOL SPORTS AND ACTIVITIES RESULTING IN A SCHOOL DAY BEGINNING AT 7:30AM AND OFTEN EXTENDING BEYOND 6:00PM. THE WALDORF CURRICULUM, WHICH IS INTER-DISCIPLINARY AND EXPERIENTIALLY ORIENTED, MEETS THE NEEDS OF OUR STUDENTS AT EACH STAGE OF THEIR DEVELOPMENT BALANCING INTELLECTUAL RIGOR WITH ARTISTIC EXPRESSIONAL AND PURPOSEFUL ACTIVITY. DURING THE 2022-2023 SCHOOL YEAR, THE AUXILIARY PROGRAMS AND SPORTS WERE ALL OPENED TO THE STUDENTS. 1530564 1204282 ACTIVITIES AT CAMP GLEN BROOK (THE WALDORF SCHOOL'S 250 ACRE EXTENSION CAMPUS, LOCATED IN NEW HAMPSHIRE) INCLUDES RESIDENTIAL SUMMER AND WINTER CAMPERS, AS WELL AS A VISITING SCHOOLS PROGRAM. APPROXIMATELY 186 CAMPERS, REPRESENTING NUMEROUS WALDORF SCHOOLS, PRIVATE SCHOOLS, AND PUBLIC SCHOOLS FROM ACROSS THE UNITED STATES, PARTICIPATED IN THE 2022 GLEN BROOK SUMMER CAMP PROGRAM. THE TWO THREE WEEK SESSIONS EMPHASIZE HARMONY OF MIND, BODY, AND SPIRIT THROUGH TRADITIONAL ACTIVITIES SUCH AS GAMES AND SPORTS, ART AND MUSIC, NATURE STUDY, CAMPING, SWIMMING, CANOEING, AND CARING FOR ANIMALS. THE VISITING SCHOOLS PROGRAM SUPPORTED APPROXIMATELY 250 STUDENTS FROM THE WALDORF SCHOOL OF GARDEN CITY AND 90 CHILDREN FROM OTHER WALDORF SCHOOLS. STUDENTS PARTICIPATED IN ACADEMIC PROGRAMS ENHANCED BY GLEN BROOK RESOURCES, DEVELOPED NEW SKILLS THROUGH PRACTICAL WORK, AND EXPERIENCED SOCIAL GROWTH THROUGH SHARED COMMUNITY LIVING. COMMUNITY LIVING. 459572 867148 SUMMER CAMP AT THE WALDORF SCHOOL OF GARDEN CITY, A DAY CAMP LOCATED ON OUR GARDEN CITY CAMPUS, ENROLLED 284 STUDENTS DURING THE SUMMER OF 2022. SERVING CHILDREN AGES THREE TO THIRTEEN, THE CAMP INCLUDES BOTH HALF AND FULL DAY PROGRAMS, WITH A WIDE VARIETY OF AGE-APPROPRIATE ACTIVITIES DESIGNED TO ENGAGE THE INTEREST AND ENTHUSIASM OF CAMPERS FROM PRESCHOOL TO TEENAGERS. ACTIVITIES primarily INCLUDE HOMEWORK ASSISTANCE. ALL AFTER SCHOOL PROGRAMS ARE OFFERED FOR EACH SCHOOL DAY. 444305 879582 AFTER SCHOOL, STUDENT FEES, CAFETERIA, & BOOKSTORE 444305 879582 10832124 true true false false false false true false false true true false false true false false true false true false false false false false true false false false true true false false false false false false false false false false false false false false false false false true 9 1 true 270 true false false false false false true true false false false false false false X 13 11 false false false false true true false true true false false true true true true true true true true false NY X GARY CARLE 5167423434 225 CAMBRIDGE AVENUE GARDEN CITY NY 11530 Kelly O'Halogan Faculty Chair 40.0 0.0 X 128422 0 49883 Nicole Littrean School Administrator 40.0 0.0 X 128322 0 45619 Roland Rothenbucher High School Chair 40.0 0.0 X 119734 0 16563 Shane Flanagan Athletic Director 40.0 0.0 X 110186 0 2755 Ramona K Owens Finance Director (Left 8/2022) 40.0 0.0 X 89255 0 19782 Karen Giumenta Trustee/Class Teacher 40.0 0.0 X 59473 0 46082 Erin Fitzgerald Trustee/Class Teacher 40.0 0.0 X 74809 0 25653 Anne Murray Board Chair 1.0 0.0 X X 0 0 0 Edward Magee Treasurer 1.0 0.0 X X 0 0 0 Jay Dorman Secretary 1.0 0.0 X X 0 0 0 Cristin Burtis Trustee 1.0 0.0 X 0 0 0 Tarik Carney Trustee 1.0 0.0 X 0 0 0 David Chauvin Trustee 1.0 0.0 X 0 0 0 Lance Cheney Trustee 1.0 0.0 X 0 0 0 Jeffrey Kane Trustee 1.0 0.0 X 0 0 0 Michael Proctor Trustee 1.0 0.0 X 0 0 0 David Resnick Trustee 1.0 0.0 X 0 0 0 Jean-Rene Zetrenne Trustee 1.0 0.0 X 0 0 0 710201 0 206337 4 false true false 0 37332 171044 837972 4353 1046348 TUITION 611110 8969191 8969191 GLEN BROOK CAMP 721210 1204282 1204282 SUMMER CAMP 611710 867148 867148 STUDENT FEES 611710 381668 381668 AFTER SCHOOL PROGRAM 611710 236932 236932 260982 260982 11920203 170382 170382 0 0 0 0 0 74800 71677 3123 3123 3123 74489 37332 56898 17591 17591 0 0 0 0 0 0 PARENT ASSOCIATION 611110 28318 28318 28318 13185965 11920203 219414 0 1907194 1907194 0 0 732056 421437 310619 0 5840204 4620229 1109056 110919 100199 85749 12685 1765 1062841 942825 99018 20998 459150 395343 56014 7793 0 13020 13020 53603 53603 0 0 41863 41863 64797 64797 151409 151409 1468301 1266684 114627 86990 102727 89373 13354 0 130019 113117 16902 0 0 0 5471 5471 0 462528 456008 2216 4304 207892 204308 1218 2366 SCHOOL ASSOCIATION FEES 53272 53272 FOOD 117839 117839 BAD DEBT 26364 26364 OTHER 161851 147221 14111 519 13162600 10832124 2068458 262018 2539937 1340587 1737682 852640 0 79849 15964 73609 0 0 0 0 4970 2658 0 0 243845 223341 9018588 4590503 4453043 4428085 3741900 6163000 0 0 0 0 0 0 944874 985840 13682215 14149609 169296 241427 0 0 2589908 2696326 0 0 0 0 0 0 0 0 175000 170513 0 0 2934204 3108266 X 7310440 7232618 3437571 3808725 10748011 11041343 13682215 14149609 X 23365 195389 74578 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 40.00 1 false 2179851 46618 264535 95541 2395463 2582916 4750 -320456 87359 2179851 2080034 4000 574778 75896 2582916 2126601 25579 15921 88067 2080034 2099934 25007 88871 87211 2126601 0.41000 0.45000 0.14000 false false 540000 540000 5848755 2789355 3059400 2629834 1804149 828685 4428085 BENEFICIAL INTEREST IN TRUST 964521 OTHER ASSETS 21319 985840 11508882 195389 2007 74578 271974 11236908 41863 1907194 1949057 13185965 11215550 2007 2007 11213543 41863 1907194 1949057 13162600 SCHEDULE D, PART II, LINE 9 IN 1999, THE SCHOOL RECEIVED DONATED LAND FOR THE CAMP GLEN BROOK IN MARLBOROUGH, NEW HAMPSHIRE. INCLUDED AS PART OF THE DONATED LAND WAS 40 ACRES OF LAND WITH A CONSERVATION EASEMENT. THE DONATED LAND EASEMENT IS VALUED AT $1 AND IS INCLUDED IN THE SCHOOLS FIXED ASSETS. SCHEDULE D, PART V, LINE 4 THE WALDORF SCHOOL OF GARDEN CITY MAINTAINS A NUMBER OF PERMANENTLY RESTRICTED SCHOLARSHIP AND ENDOWMENT FUNDS DESIGNATED TO SUPPORT SPECIFIC EDUCATIONAL PROGRAMS OR DEFINED STUDENT SCHOLARSHIPS. ADDITIONALLY, BOARD DESIGNATED QUASI-ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT TO GENERAL SCHOOL COSTS OF OPERATIONS. SCHEDULE D, PART X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTITFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D CHANGE IN BENEFICIAL TRUST: $74,578 Schedule D, PART XI, LINE 4B TUITION ASSISTANCE SCHOLARSHIP: $1,907,194 Schedule D, PART XII, LINE 4B TUITION ASSISTANCE SCHOLARSHIP: $1,907,194 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE WALDORF SCHOOL OF GARDEN CITY POSTS ITS NONDISCRIMINATION POLICY ON ALL ADMISSION MATERIAL, ON ITS WEBSITE, IN ITS EMPLOYEE HANDBOOK, AND ON ITS EMPLOYMENT APPLICATION. SCHEDULE E, PART I, LINE 6A THE WALDORF SCHOOL OF GARDEN CITY RECEIVED GRANTS FROM THE STATE AID OFFICE AT THE NEW YORK STATE EDUCATION DEPARTMENT. GOLF CLASSIC 111821 37332 74489 44056 5000 7842 0 111821 37332 74489 44056 5000 7842 56898 17591 true SCHOLARSHIPS AND TUITION ASSISTANCE 185 1907194 SCHEDULE I, PART I, LINE 2 THE MAJORITY OF GRANTS PROVIDED BY THE SCHOOL REPRESENT NEED-BASED FINANCIAL ASSISTANCE, FOR WHICH FAMILIES MUST APPLY ANNUALLY. EACH APPLICATION FOR FINANCIAL ASSISTANCE INCLUDES A REVIEW OF THE FAMILY'S FINANCIAL INFORMATION BY AN INDEPENDENT ORGANIZATION, SUBMISSION OF PRIOR AND CURRENT YEAR TAX RETURNS, AND FINAL REVIEW AND AWARD DETERMINATION BY THE SCHOOL'S TUITION ASSISTANCE COMMITTEE. THE SCHOOL ALSO PROVIDES A LIMITED NUMBER OF SCHOLARSHIPS TO STUDENTS WHO MEET SPECIFIC PROGRAMMATIC CRITERIA. THESE SCHOLARSHIPS OFTEN AUGMENT NEED-BASED ASSISTANCE AND RELATE TO SPECIFIC TALENTS OR ABILITIES OF THE STUDENT. X X X false false false false false false false true false Nicole Littrean School Administrator 128322 0 0 0 0 0 0 0 45619 0 173941 0 0 0 Kelly O'Halogan Faculty Chair 128422 0 0 0 0 0 0 0 49883 0 178305 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 7 RAMONA OWNENS RECEIVED A NONFIXED BONUS THAT WAS APPROVED BY THE SCHOOL ADMINISTRATOR AND THE FACULTY CHAIR (HEAD OF SCHOOL) FOR HER INDIVIDUAL PERFORMANCE OF OUTSTANDING WORK. FORM 990, PART VI, LINE 1A FACULTY ARE DEEMED MEMBERS FO THE SCHOOL CORPORATION AND ELECT 2 VOTING MEMBERS OF THE BOARD FORM 990, PART VI, SECTION A, LINE 6 FACULTY ARE DEEMED MEMBERS OF THE SCHOOL CORPORATION AND ELECT 2 VOTING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL APPOINT AN ADMINISTRATOR. THE ADMINISTRATOR SHALL REPORT TO THE BOARD OF TRUSTEES AND MAY BE DISCHARGED ONLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED FOR REVIEW AND COMMENT TO THE AUDIT COMMITTEE BY THE SCHOOLS INDEPENDENT ACCOUNTANTS. AFTER THE 990 WAS PRESENTED TO THE AUDIT COMMITTEE IT IS DISTRIBUTED TO THE BOARD FOR FINAL REVIEW AND COMMENT. THE AUDIT COMMITTEE CHAIR AND THE SCHOOL ADMINISTRATOR REVIEWS THE DOCUMENT WITH THE BOARD AT A SCHEDULED ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT THE INITIAL MEETING OF THE BOARD OF TRUSTEES EACH YEAR, MEMBERS ARE ASKED TO COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE STATEMENT, PROVIDING INFORMATION REGARDING EMPLOYMENT OR SERVICE RELATIONSHIPS, ALONG WITH OTHER AREAS OF FINANCIAL INTEREST WHICH MAY CREATE A CONFLICT. COMPLETED FORMS ARE RETURNED TO THE SCHOOL ADMINISTRATOR WHO INFORMS THE BOARD CHAIR OF POTENTIAL CONFLICTS WHICH MAY ARISE DURING THE COURSE OF THE YEAR'S BOARD WORK. THIS PROCESS IS UPDATED ANNUALLY. IF A CONFLICT EXISTS THE MEMBER IS REQUIRED TO RECUSE HIMSELF OF HERSELF FROM ANY VOTE INVOLVING THEIR CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL SALARY INCREASES FOR SENIOR ADMINISTRATIVE EMPLOYEES ARE CONSISTENT WITH THE PERCENTAGE INCREASE APPLIED TO ALL OTHER ADMINISTRATION AND STAFF EMPLOYEES. THE ANNUAL PERCENTAGE INCREASE IS REVIEWED AND APPROVED BY THE FULL BOARD, BASED UPON THE RECOMMENDATION OF THE FINANCE COMMITTEE. THE TEACHER SALARY SCHEDULE IS ALSO REVIEWED AND APPROVED BY THE FULL BOARD ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15B WHEN SENIOR ADMINISTRATIVE EMPLOYEES ARE HIRED, INITIAL COMPENSATION IS ESTABLISHED BY THE BOARD EXECUTIVE COMMITTEE; COMPRISED OF THE BOARD CHAIR AND SEVERAL OTHER LONG STANDING BOARD MEMBERS WHO ARE INDEPENDENT OF THE INDIVIDUAL BEING HIRED. IN DETERMINING THIS COMPENSATION, THE COMMITTEE REVIEWS THE INDIVIDUAL'S PROFESSIONAL EXPERIENCE AND PRIOR SALARY HISTORY, AND REFERS TO CURRENT NYSAIS, OR SIMILAR SALARY INFORMATION, AS A BENCHMARK FOR COMPENSATION FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST IN TRUST: $74,578