2025-08-07T10:08:43-04:00 2024-06-30 030337428 BATCHELDER ASSOCIATES PC 1 CONTI CIR UNIT 1 BARRE VT 05641 990 2023-07-01 030330590 ORCHARD VALLEY WALDORF SCHOOL INC ORCH 8024567400 2290 VT ROUTE 14 NORTH EAST MONTPELIER VT 05651 TYLER KIMBERLEY TREASURER 8024567400 2025-04-24 true false BONNIE K BATCHELDER P00508418 8024769490 2025-05-14 X 2023 2025-03-06 01:10:19Z X ANNIE MARTIN 1823724 false X WWW.OVWS.ORG X 1991 VT 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. 10 10 57 100 0 5008 360730 1319571 1461363 5152 1631 296832 0 1626563 1823724 0 0 1144221 1349821 0 14485 473212 601056 1617433 1950877 9130 -127153 1480337 1207074 634310 488200 846027 718874 X 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. false false A.FOUNDED IN 2004, ORCHARD VALLEY IS AN INDEPENDENT WALDORF SCHOOL IN CENTRAL VERMONT, SERVING CHILDREN AGED THREE MONTHS THROUGH EIGHTH GRADE. ORCHARD VALLEY WALDORF SCHOOL IS A VIBRANT AND DIVERSE LEARNING COMMUNITY DEDICATED TO NURTURING OUR STUDENTS' INTELLECTUAL, SOCIAL, AND CREATIVE POTENTIAL. OUR SCHOOL STRIVES TO OFFER A HOLISTIC EDUCATION THAT ALIGNS WITH THE PRINCIPLES OF WALDORF EDUCATION. IT EMPHASIZES THE IMPORTANCE OF FOSTERING IMAGINATION, CREATIVITY, AND A GROUNDING CONNECTION TO THE NATURAL WORLD BY ENGAGING THE CHILDREN'S HEADS, HANDS, AND HEARTS IN ALL THEIR LESSONS AND PLAY. ORCHARD VALLEY SERVES STUDENTS ON TWO CAMPUSES. IN MONTPELIER, AT THE CHILD'S GARDEN CAMPUS, SWEET CLOVER NURSERY USES A COMBINED WALDORF AND PICKLER METHODOLOGY TO SERVE CHILDREN AGED 3 MONTHS-3 YEARS. EVEN AT THIS YOUNG AGE, SWEET CLOVER EMPHASIZES BODILY AUTONOMY AND INDEPENDENCE AS CHILDREN PLAY INSIDE THEIR BEAUTIFUL, COZY CLASSROOMS AND OUTDOOR SPACES. GRACE FARM, OUR 55-ACRE CAMPUS IN EAST MONTPELIER, HOUSES PROGRAMS FOR AGES 3.5 YEARS THROUGH THE 8TH GRADE USING WALDORF TEACHING METHODS. ALL STUDENTS ARE TAUGHT IN A SCREEN-FREE ENVIRONMENT, AND THE CURRICULUM HEAVILY INTEGRATES OUR WORKING FARM AND GARDEN, ALONG WITH MUSIC, THE ARTS, AND MOVEMENT. 1539617 N/A 1539617 1539617 true true false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 4 57 true 57 false false false false false false false false false X 10 10 false false false false false false false true true false false true false false false true true false X BATCHELDER ASSOCIATES PC 8024769490 1 CONTI CIRCLE 1 BARRE VT 05641 X BRIAN BASOR TREASURER 5.00 X 0 0 0 ALENA BERUBE BOARD MEMBER 1.00 X 0 0 0 MICHAEL CHARTRAND SECRETARY 3.00 X 0 0 0 MICHELLE GULLAGE BOARD MEMBER 5.00 X 0 0 0 STEPH KILLIAN BOARD MEMBER 1.00 X 0 0 0 TYLER KIMBERLEY TREASURER 3.00 X 0 0 0 AMANDA CHURCHILL KIPP BOARD MEMBER 3.00 X 0 0 0 ANNIE MARTIN BOARD CHAIR 8.00 X 0 0 0 LISA MASE BOARD MEMBER 8.00 X 0 0 0 CAIT PETTEYS BOARD MEMBER 5.00 X 0 0 0 JAMIE RENNER BOARD MEMBER 5.00 X 0 0 0 PRAIRIE RUTH-DAVIS BOARD MEMBER 1.00 X 0 0 0 false false false 360730 360730 EDUCATIONAL PROGRAMS 1461363 1461363 1461363 1631 1631 1823724 1461363 1631 1178244 919030 259214 58299 45473 12826 113278 88357 24921 99815 89854 9961 19512 734 4293 14485 156530 122093 34437 126512 99954 26558 19887 15512 4375 39380 34290 5090 13436 10480 2956 STUDENT EXPENSES 62655 62655 REMISSION 55199 43055 12144 BAD DEBT EXPENSE 6900 6900 PAYROLL EXPENSES 1230 1230 1950877 1539617 396775 14485 195485 67000 223438 102122 124771 74583 3632 1570070 610333 936643 959737 1480337 1207074 5784 8143 466000 311000 76171 86355 169057 634310 488200 X 846027 718874 846027 718874 1480337 1207074 -127153 X false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75000 75000 318253 148344 169909 627411 315846 311565 23856 23856 525550 122287 403263 959737 SECURED NOTES 72922 PAYROLL LIABILITIES 46475 TUITION DEPOSITS 44135 ACCRUED EXPENSES 5100 DEPOSITS 425 169057 FORM 990, PAGE 1, ITEM B THIS AMENDED FORM 990 FOR ORCHARD VALLEY WALDORF SCHOOL, INC. IS BEING SUBMITTED TO CORRECT CERTAIN FINANCIAL AND REPORTING INACCURACIES THAT APPEARED IN THE ORIGINAL RETURN FILED FOR THE FISCAL YEAR ENDING JUNE 30, 2024. THE CHANGES RESULT FROM A COMPREHENSIVE REVIEW OF THE ORGANIZATION'S RECORDS, INCLUDING BANK STATEMENTS, PAYROLL REPORTS, AND FINANCIAL DOCUMENTATION THAT BECAME AVAILABLE AFTER THE ORIGINAL FILING. BELOW IS A SUMMARY OF THE KEY CHANGES AND THEIR JUSTIFICATIONS: 1. TOTAL REVENUE (FORM 990, PART I, LINE 12; PART VIII) "ORIGINAL: 1,768,723 "AMENDED: 1,823,724 "CHANGE: INCREASE OF 54,981 "EXPLANATION: THE INCREASE REFLECTS CORRECTED AND PREVIOUSLY OMITTED CONTRIBUTION AND REVENUE AMOUNTS IDENTIFIED THROUGH A RECONCILIATION OF DEPOSITS, FUNDRAISING ACTIVITY, AND TUITION PAYMENTS. 2. TOTAL EXPENSES (FORM 990, PART I, LINE 18; PART IX) "ORIGINAL: 1,950,877 "AMENDED: 1,950,877 "CHANGE: NO CHANGE TO TOTAL, BUT INTERNAL ALLOCATIONS UPDATED "EXPLANATION: WHILE TOTAL EXPENSES REMAINED UNCHANGED, FUNCTIONAL ALLOCATIONS WERE REVISED TO CORRECT MISCLASSIFIED AMOUNTS BETWEEN PROGRAM, MANAGEMENT & GENERAL, AND FUNDRAISING CATEGORIES. A NEW LINE ITEM WAS ADDED FOR FUNDRAISING EXPENSES (14,485), PREVIOUSLY UNREPORTED. 3. NET REVENUE (FORM 990, PART I, LINE 19) "ORIGINAL: (182,154) (DEFICIT) "AMENDED: (127,153) (DEFICIT) "CHANGE: REDUCTION IN DEFICIT BY 55,001 "EXPLANATION: REFLECTS ADJUSTMENTS TO REVENUE AS OUTLINED ABOVE. 4. NET ASSETS OR FUND BALANCES - END OF YEAR (PART I, LINE 22; PART X) "ORIGINAL: 663,873 "AMENDED: 718,874 "CHANGE: INCREASE OF 55,001 "EXPLANATION: ADJUSTED TO REFLECT THE REVISED REVENUE AND RESULTING CHANGE IN NET INCOME. 5. PART VIII - REVENUE DETAILS ""OTHER REVENUE" OORIGINAL: 307,428 OAMENDED: 0 OEXPLANATION: AMOUNT RECLASSIFIED CORRECTLY UNDER "CONTRIBUTIONS- AND "PROGRAM SERVICE REVENUE" BASED ON INCOME SOURCE CLARIFICATION. ""CONTRIBUTIONS AND GRANTS" OORIGINAL: 1,459,564 OAMENDED: 1,461,363 OEXPLANATION: ADDITIONAL DONATION INCOME IDENTIFIED AND INCLUDED. ""PROGRAM SERVICE REVENUE" OORIGINAL: 100 OAMENDED: 360,730 OEXPLANATION: TUITION AND PROGRAM FEE INCOME WAS ORIGINALLY OMITTED OR MISCLASSIFIED. 6. PART IX - STATEMENT OF FUNCTIONAL EXPENSES "ADJUSTMENTS WERE MADE IN STAFF COMPENSATION, FUNDRAISING, AND PROGRAM- RELATED COSTS TO ALIGN WITH RECONSTRUCTED RECORDS AND PROPER CLASSIFICATION UNDER IRS GUIDANCE. 7. SCHEDULE A - PUBLIC SUPPORT TEST "PUBLIC SUPPORT CALCULATION REVISED BASED ON CORRECTED CONTRIBUTION TOTALS. THE ORGANIZATION CONTINUES TO MEET THE PUBLIC SUPPORT TEST UNDER SECTION 170(B)(1)(A)(VI). REASON FOR AMENDMENT: THE ORIGINAL FORM 990 WAS PREPARED USING INCOMPLETE INTERNAL RECORDS DUE TO STAFF TURNOVER AND ABSENCE OF UP-TO-DATE BOOKKEEPING. SINCE THEN, THE ORGANIZATION HAS RECONSTRUCTED ITS FINANCIAL ACTIVITY USING RELIABLE SOURCE DOCUMENTATION. THE AMENDED RETURN ENSURES COMPLIANCE WITH IRS REPORTING STANDARDS AND ACCURATELY REFLECTS THE ORGANIZATION'S FINANCIAL POSITION FOR THE YEAR. FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 2, PART III, LINE 4A A.FOUNDED IN 2004, ORCHARD VALLEY IS AN INDEPENDENT WALDORF SCHOOL IN CENTRAL VERMONT, SERVING CHILDREN AGED THREE MONTHS THROUGH EIGHTH GRADE. ORCHARD VALLEY WALDORF SCHOOL IS A VIBRANT AND DIVERSE LEARNING COMMUNITY DEDICATED TO NURTURING OUR STUDENTS' INTELLECTUAL, SOCIAL, AND CREATIVE POTENTIAL. OUR SCHOOL STRIVES TO OFFER A HOLISTIC EDUCATION THAT ALIGNS WITH THE PRINCIPLES OF WALDORF EDUCATION. IT EMPHASIZES THE IMPORTANCE OF FOSTERING IMAGINATION, CREATIVITY, AND A GROUNDING CONNECTION TO THE NATURAL WORLD BY ENGAGING THE CHILDREN'S HEADS, HANDS, AND HEARTS IN ALL THEIR LESSONS AND PLAY. ORCHARD VALLEY SERVES STUDENTS ON TWO CAMPUSES. IN MONTPELIER, AT THE CHILD'S GARDEN CAMPUS, SWEET CLOVER NURSERY USES A COMBINED WALDORF AND PICKLER METHODOLOGY TO SERVE CHILDREN AGED 3 MONTHS-3 YEARS. EVEN AT THIS YOUNG AGE, SWEET CLOVER EMPHASIZES BODILY AUTONOMY AND INDEPENDENCE AS CHILDREN PLAY INSIDE THEIR BEAUTIFUL, COZY CLASSROOMS AND OUTDOOR SPACES. GRACE FARM, OUR 55-ACRE CAMPUS IN EAST MONTPELIER, HOUSES PROGRAMS FOR AGES 3.5 YEARS THROUGH THE 8TH GRADE USING WALDORF TEACHING METHODS. ALL STUDENTS ARE TAUGHT IN A SCREEN-FREE ENVIRONMENT, AND THE CURRICULUM HEAVILY INTEGRATES OUR WORKING FARM AND GARDEN, ALONG WITH MUSIC, THE ARTS, AND MOVEMENT. FORM 990, PAGE 2, PART III, LINE 4D N/A FORM 990, PAGE 6, PART VI, LINE 11B THE TREASURER REVIEWS THE 990 ANNUALLY AND A COMPLETE COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO THE FILING OF THE RETURN FORM 990, PAGE 6, PART VI, LINE 15A INDEPENDENT BOARD SETS COMPENSATION USING COMPARATIVE WAGES. FORM 990, PAGE 6, PART VI, LINE 15B INDEPENDENT BOARD SETS COMPENSATION USING COMPARATIVE WAGES. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC