Nonprofit · EIN 03-0296320
LAKE CHAMPLAIN WALDORF SCHOOL
Tax-exempt · SHELBURNE, VT 05482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,911,073 | $4,674,897 | $236,176 | $5,803,244 | $2,446,286 | $3,356,958 |
| June 30, 2024 | 990 | $4,451,680 | $4,186,548 | $265,132 | $5,502,960 | $2,362,604 | $3,140,356 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $214,327
- of which government grants
- $9,646
- Program service revenue
- $4,293,233
- Investment income
- $130,493
- Net income from fundraising events
- $38,925
- Other revenue
- $273,020
Expenses
- Grants and similar amounts paid
- $635,147
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,063,396
- Salaries, compensation and benefits (total)
- $3,086,743
- Professional fundraising fees
- $0
- Occupancy
- $218,508
- Depreciation
- $150,901
- Program services (functional)
- $3,237,172
- Management and general (functional)
- $1,437,725
Balance sheet and other
- Total assets, start of year
- $5,502,960
- Total assets, end of year
- $5,803,244
- Total liabilities, end of year
- $2,446,286
- Net assets, end of year
- $3,356,958
- Land, buildings and equipment
- $3,788,209
- Publicly traded securities
- $1,639,518
- Net assets without donor restrictions
- $3,287,227
- Net assets with donor restrictions
- $69,731
- Gross receipts
- $4,942,507
- Employees
- 67
- Volunteers
- 78
- Year formed
- 1984
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lindsay Miles | Trustee Trustee or director | 40 | $76,338 |
| Aaron Darland | Trustee Trustee or director | 40 | $67,450 |
| Bailey Johns | Trustee Trustee or director | 40 | $57,950 |
| Chris Smith | Trustee Trustee or director | 0.1 | $0 |
| Ana-Klara Anderson | Trustee Trustee or director | 0.1 | $0 |
| Kristin Knight | Trustee Trustee or director | 0.1 | $0 |
| Melissa Coolidge left during FY25 | Trustee Trustee or director | 0.1 | $0 |
| Amanda Herzberger | President Officer | 0.1 | $0 |
| Christina Bell | Vice President Officer | 0.1 | $0 |
| Danielle Cox | Treasurer Officer | 0.1 | $0 |
| Chris Tirrell | Secretary Officer | 0.1 | $0 |
| Danielle Drogalis left during FY25 | Secretary Officer | 0.1 | $0 |
| Justine Viets left during FY25 | Vice President Officer | 0.1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen Olson | Trustee Trustee or director | 40 | $72,120 |
| Sharon Carlson | Trustee Trustee or director | 40 | $61,700 |
| Bailey Johns | Trustee Trustee or director | 40 | $61,471 |
| Amanda Herzberger | President Trustee or director, Officer | 0 | $0 |
| Christopher Smith | Trustee Trustee or director | 0 | $0 |
| Danielle Cox | Treasurer Trustee or director, Officer | 0 | $0 |
| Danielle Drogalis | Secretary Trustee or director | 0 | $0 |
| Justine Viets | Vice President Trustee or director, Officer | 0 | $0 |
| Melissa Coolidge | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 359 TURTLE LN, SHELBURNE, VT 05482-7649
- In care of
- % HOLLY FOURNIER
- Principal officer (990 for 2024)
- Amanda Herzberger, PO Box 242, Shelburne, VT 05482
- Signed the 990
- Amanda Herzberger, President
- Phone
- (802) 985-2827
- Return prepared by
- Wisehart Wimette Associates PLC
Mission
Our mission is to create and support a Waldorf school system in the greater Burlington, Vermont, area and to assist in the education of the general public and professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy.
Program accomplishments
- Lower School Program Lake Champlain Waldorf School serves approximately 98 children from First grade to Sixth grade.Expenses $1,397,283 · grants $348,345 · revenue $1,778,157
- Upper School Program Lake Champlain Waldorf School serves approximately 72 children from Grade Seven to Grade Twelve.Expenses $1,182,644 · grants $233,502 · revenue $1,305,139
- Early Childhood Program Lake Champlain Waldorf School serves approximately 57 children from Nursey-ages to Kindergarten.Expenses $657,245 · grants $53,300 · revenue $827,828
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0296320
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $5,803,244
- Income (IRS master file)
- $4,942,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $4,067,921 | $3,700,337 | $5,710,832 | IRS |
| 990 | June 2022 | $3,703,674 | $3,453,878 | $4,985,159 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LAKE CHAMPLAIN WALDORF SCHOOL
- What is the EIN of LAKE CHAMPLAIN WALDORF SCHOOL?
- The employer identification number (EIN) of LAKE CHAMPLAIN WALDORF SCHOOL is 03-0296320.
- Is LAKE CHAMPLAIN WALDORF SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to LAKE CHAMPLAIN WALDORF SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE CHAMPLAIN WALDORF SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAKE CHAMPLAIN WALDORF SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE CHAMPLAIN WALDORF SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LAKE CHAMPLAIN WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 names Amanda Herzberger.
- Who are the officers and directors of LAKE CHAMPLAIN WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 lists 13 people; 3 received compensation from the organization, the highest $76,338 (Lindsay Miles, Trustee).
- How much revenue does LAKE CHAMPLAIN WALDORF SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,911,073, expenses of $4,674,897 and total assets of $5,803,244 at year end.
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