Nonprofit · EIN 03-0312346
UPPER VALLEY WALDORF SCHOOL
Tax-exempt · QUECHEE, VT 05059
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,845,287 | $2,946,750 | -$101,463 | $3,467,115 | $778,597 | $2,688,518 |
| June 30, 2024 | 990 | $2,511,730 | $2,812,059 | -$300,329 | $3,886,026 | $1,096,045 | $2,789,981 |
| June 30, 2023 | 990 | $2,523,028 | $2,827,174 | -$304,146 | $4,025,033 | $934,723 | $3,090,310 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $404,080
- Program service revenue
- $2,427,151
- Investment income
- $0
- Net income from fundraising events
- $14,056
- Other revenue
- $14,056
Expenses
- Grants and similar amounts paid
- $608,372
- Compensation of officers, directors and key employees
- $73,578
- Other salaries and wages
- $1,294,171
- Salaries, compensation and benefits (total)
- $1,754,036
- Professional fundraising fees
- $0
- Legal fees
- $4,425
- Accounting fees
- $24,967
- Occupancy
- $61,382
- Travel
- $4,228
- Depreciation
- $131,505
- Program services (functional)
- $2,460,988
- Management and general (functional)
- $416,934
- Fundraising (functional)
- $68,828
Balance sheet and other
- Total assets, start of year
- $3,886,026
- Total assets, end of year
- $3,467,115
- Total liabilities, end of year
- $778,597
- Net assets, end of year
- $2,688,518
- Land, buildings and equipment
- $3,079,712
- Net assets without donor restrictions
- $2,571,219
- Net assets with donor restrictions
- $117,299
- Gross receipts
- $2,846,634
- Employees
- 42
- Volunteers
- 21
- Year formed
- 1987
- 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 | Other / benefits |
|---|---|---|---|---|
| JULIA PELLEGRINO | BOARD MEMBER/GRADES TEACHER Trustee or director | 40 | $61,211 | $5,957 |
| ERIN LORD | BOARD MEMBER/STRINGS TEACHER Trustee or director | 40 | $47,524 | $15,024 |
| JEANNIE SURRELL | OPERATIONS DIRECTOR Officer | 40 | $55,110 | $6,340 |
| RUTH PERKINS | BOARD CHAIR Trustee or director | 2 | $0 | $0 |
| PIPER BENOIT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RICHARD BILLINGS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW HOUDE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRIS BERG | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BLAIR BUTTERFIELD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEANNIE SURRELL | OPERATIONS DIRECTOR Officer | 40 | $46,752 | $27,985 |
| ERIN CASTNER-LORD | STRINGS TEACHER Trustee or director | 40 | $46,798 | $16,519 |
| JULIE GEOGHAN | GRADE 5/6 TEACHER AND ADMIN Trustee or director | 40 | $58,345 | $352 |
| RUTH PERKINS | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| EMILY MACLAURY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LAUREN WHITTLESEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JASPER ALBRIGHT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRIS BERG | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BLAIR BUTTERFIELD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW HOUDE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JULIA PELLEGRINO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DOUG PILCHER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN WOLFF | ADMINISTRATIVE DIRECTOR Officer | 40 | $62,378 | $1,084 |
| JUNE ALBRIGHT | HANDWORK SUBJECT TEACHER Trustee or director | 40 | $54,712 | $8,311 |
| CATHERINE ERIN CASTNER-LORD | ORCHESTRAL STRINGS TEACHER Trustee or director | 40 | $42,868 | $15,013 |
| ELIZABETH CRAIB | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| HEIDI THUNBERG | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| EMILY MACLAURY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JASPER ALBRIGHT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW HOUDE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RUTH PERKINS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LAUREN WHITTLESEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 709, QUECHEE, VT 05059-0709
- In care of
- % JOCELYN RICHARDS
- Principal officer (990 for 2024)
- CAROLYN BEGLEY, PO BOX 709, QUECHEE, VT 05059
- Signed the 990
- CAROLYN BEGLEY, BOARD CHAIR
- Phone
- (802) 296-2496
- Website
- WWW.UVWS.ORG
- Return prepared by
- TSS ADVISORS LLC
Mission
THE UPPER VALLEY WALDORF SCHOOL PREPARES STUDENTS TO ENGAGE WITH A CHANGING WORLD, IN A SOCIALLY INCLUSIVE ENVIRONMENT, USING CURRICULUM RICH IN THE SCIENCES, HUMANITIES, AND ARTS, BASED ON RUDOLF STEINER'S INSIGHTS INTO CHILD DEVELOPMENT.
Program accomplishments
- THE SCHOOL CONTINUED TO CULTIVATE A BALANCE OF INTELLECTUAL ACHIEVEMENT, SPIRITUAL GROWTH, PHYSICAL DEVELOPMENT, AND PERSONAL RESPONSIBILITY THROUGH A CLASSIC EDUCATION THAT REFLECTS AN UNDERSTANDING OF THE GROWING CHILD. THE ORGANIZATION HAD STUDENTS IN PRE-K THROUGH GRADE 8 ENROLLED IN THE PROGRAM.Expenses $2,460,988 · grants $608,372 · revenue $2,427,151
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
- 03-0312346
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $3,467,115
- Income (IRS master file)
- $2,846,634
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,845,287 | $2,946,750 | $3,467,115 | IRS |
| 990 | June 2024 | $2,511,730 | $2,812,059 | $3,886,026 | IRS |
| 990 | June 2023 | $2,523,028 | $2,827,174 | $4,025,033 | XML |
| 990 | June 2022 | $2,559,897 | $2,730,995 | $4,200,299 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 03-0312346).
Questions about UPPER VALLEY WALDORF SCHOOL
- What is the EIN of UPPER VALLEY WALDORF SCHOOL?
- The employer identification number (EIN) of UPPER VALLEY WALDORF SCHOOL is 03-0312346.
- Is UPPER VALLEY WALDORF SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to UPPER VALLEY WALDORF SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER VALLEY 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 UPPER VALLEY 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 UPPER VALLEY 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 UPPER VALLEY WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 names CAROLYN BEGLEY.
- Who are the officers and directors of UPPER VALLEY WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 lists 9 people; 3 received compensation from the organization, the highest $61,211 (JULIA PELLEGRINO, BOARD MEMBER/GRADES TEACHER).
- How much revenue does UPPER VALLEY WALDORF SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,845,287, expenses of $2,946,750 and total assets of $3,467,115 at year end.
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