2025-02-17T09:24:30-06:00 2024-06-30 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2023-07-01 231494797 KIMBERTON WALDORF SCHOOL KIMB 6109333635 410 WEST SEVEN STARS ROAD PHOENIXVILLE PA 19460 BRAD KERSHNER HEAD OF SCHOOL 6109333635 2025-02-04 1 0 JASON L SERFASS CPA P01230026 6104357489 2025-02-04 2023 2025-03-06 01:10:19Z BRAD KERSHNER 410 WEST SEVEN STARS ROAD PHOENIXVILLE PA 19460 6679601 0 X WWW.KIMBERTON.ORG X 1941 PA PRIVATE EDUCATIONAL INSTITUTION FOR GRADES PRE-K TO 12. 10 10 113 119 0 0 575961 593365 5242721 5660602 122037 129971 455 -8421 5941174 6375517 1095896 1308808 0 0 3499848 3711226 0 0 87731 1217787 1314242 5813531 6334276 127643 41241 9649999 10371371 721302 837652 8928697 9533719 X KIMBERTON WALDORF SCHOOL IS DEDICATED TO NURTURING THE DEVELOPING CHILD IN ACCORDANCE WITH THE EDUCATIONAL PRINCIPLES OF RUDOLF STEINER, AND TO BUILDING A SUPPORTIVE, DIVERSE COMMUNITY AROUND THE CHILDREN. IN OUR SCHOOL COMMUNITY WE ENDEAVOR TO CREATE SOCIAL FORMS THAT ENABLE HUMAN STRIVING, RECOGNIZING THE SPIRITUAL IN EACH PERSON. THE SCHOOL FOSTERS THE UNFOLDING INDIVIDUALITY OF EACH CHILD BY AWAKENING THE CHILD'S CAPACITY TO MEET THE WORLD, OTHERS, AND THE SELF WITH WARMTH OF HEART, CLARITY OF THOUGHT, AND STRENGTH OF PURPOSE. 0 0 5249288 1308808 5660602 A PRIVATE SCHOOL FOR APPROXIMATELY 300 STUDENTS IN GRADES PRE-K TO 12. PROGRAM SERVICES INCLUDE ALL RELATED ACTIVITIES INVOLVED IN THE NORMAL OPERATIONS OF THE SCHOOL'S EDUCATIONAL PROGRAMS. 5249288 1 1 0 0 0 0 0 0 1 1 1 1 0 1 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 113 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ORGANIZATION 6109333635 410 WEST SEVEN STARS ROAD KIMBERTON PA 19442 PATRICIA BRETT SECRETARY 1.00 X X 0 0 0 ANDREAS SCHAD CHAIR 1.00 X X 0 0 0 LIANE RACITI TRUSTEE 1.00 X 0 0 0 WARREN SULLIVAN TRUSTEE 1.00 X 0 0 0 NATALIE FAMOUS TRUSTEE 1.00 X 0 0 0 CHRISTOPHER DEMONT TREASURER 1.00 X X 0 0 0 TIM CLEMM TRUSTEE 1.00 X 0 0 0 MIKE FREDERICK TRUSTEE 1.00 X 0 0 0 SEBASTIAN ROEMER TRUSTEE 1.00 X 0 0 0 ASHLEY RANDOLPH TRUSTEE 1.00 X 0 0 0 BRAD KERSHNER HEAD OF SCHOOL 40.00 X 87217 0 11288 87217 0 11288 0 0 0 0 0 99426 493939 1134 593365 STUDENT TUITION & FEES 611600 5174305 5174305 AUXILLARY PROGRAMS 611600 486297 486297 5660602 127514 127514 255598 252358 783 3240 -783 2457 2457 42522 99426 50943 -8421 -8421 6375517 5660602 0 121550 1308808 1308808 105736 84589 15860 5287 2869857 2193776 619626 56455 46968 35907 10180 881 450327 344877 96458 8992 238338 182460 50961 4917 8424 8424 18990 18990 14209 14209 12644 12644 5034 3524 755 755 27345 27345 146308 133164 9135 4009 192 192 282292 265355 14115 2822 136584 128389 6829 1366 SCHOOL SUPPLIES 341190 329476 11714 EQUIPMENT RENTAL & MAIN 174867 141434 33433 FACULTY DEVELOPMENT 86665 86665 ADMISSIONS 34482 34482 25016 10864 11905 2247 6334276 5249288 997257 87731 149225 38501 1059717 860707 1835 7083 37130 82941 38506 50441 11635720 7771586 3659191 3864134 3345845 3903974 79796 1358550 1483794 9649999 10371371 267458 365167 441477 463983 4314 4064 8053 4438 721302 837652 X 6254677 6514183 2674020 3019536 8928697 9533719 9649999 10371371 X 41241 423349 140432 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3095577 120000 457770 37206 3636141 2826573 303863 34859 3095577 3391498 -486068 78857 2826573 2390251 394173 699657 92583 3391498 2343764 10600 104541 68654 2390251 0.71230 0.12380 0.16390 0 0 1016216 1016216 7918167 5493609 2424558 2184142 1890116 294026 517195 387861 129334 3864134 INVESTMENTS 3903974 F 3903974 BENEFICIAL INTEREST IN OUTSIDE PERPETUAL TRUST 1483794 1483794 X 5619402 423349 3121 140432 566902 5052500 14209 1308808 1323017 6375517 5014380 3121 3121 5011259 14209 1308808 1323017 6334276 PART IV, LINE 2B: THE SCHOOL COLLECTS AND HOLDS MONEY FROM STUDENTS AND PARENTS FOR VARIOUS CLASS TRIPS AND ACTIVITIES. THE FUNDS HELD DO NOT BELONG TO THE SCHOOL AND ARE THEREFORE REPORTED AS A LIABILITY TO THE SCHOOL. PART X, LINE 2: THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE SCHOOL MAY RECOGNIZE THE TAX BENEFITS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLULDE TAX-EXEMPT STATUS OF THE SCHOOL AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR LIABILITIES RECORDED FOR THE FISCAL YEAR ENDED JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF OUTSIDE PERPETUAL TRUST 125,244. CRYPTO INTANGIBLE ASSET REMEASUREMENT GAIN 15,188. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,308,808. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,308,808. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISEMENTS FOR KIMBERTON WALDORF SCHOOL APPEAR IN LOCAL NEWSPAPERS WITHIN THE AREA OF THE SCHOOL. X SPRING GALA 129531 99426 30105 630 15226 14729 5125 12953 WINTER CRAFT FAIR 11039 0 11039 30 1370 2 1378 0 1378 385 495 141948 99426 42522 630 15226 15144 5125 14818 50943 -8421 0 FINANCIAL AID, SCHOLARSHIPS, AND OTHER DISCOUNTED TUITIONS 165 561442 747366 FAIR MARKET VALUE TUITION DISCOUNTS AND TUITION REMISSION FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEW THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. WHEN PURCHASING CAPITAL ASSETS OR HIRING NEW EMPLOYEES, THE ORGANIZATION REVIEWS WHETHER ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE HAS A DIRECT OR INDIRECT RELATIONSHIP TO THE PROSPECTIVE VENDOR OR EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF OUTSIDE PERPETUAL TRUST 125,244. CRYPTO INTANGIBLE ASSET REMEASUREMENT GAIN 15,188. FORM 990; PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.