Nonprofit · EIN 03-0330590
ORCHARD VALLEY WALDORF SCHOOL
Tax-exempt · E MONTPELIER, VT 05651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,353,820 | $2,145,279 | $208,541 | $1,509,497 | $580,422 | $929,075 |
| June 30, 2024 | 990 (amended) | $1,823,724 | $1,950,877 | -$127,153 | $1,207,074 | $488,200 | $718,874 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $828,936
- of which government grants
- $688,235
- Program service revenue
- $1,522,777
- Investment income
- $2,107
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $58,309
- Other salaries and wages
- $1,274,022
- Salaries, compensation and benefits (total)
- $1,503,996
- Professional fundraising fees
- $0
- Occupancy
- $142,298
- Depreciation
- $33,180
- Program services (functional)
- $1,684,693
- Management and general (functional)
- $441,832
- Fundraising (functional)
- $18,754
Balance sheet and other
- Total assets, start of year
- $1,207,074
- Total assets, end of year
- $1,509,497
- Total liabilities, end of year
- $580,422
- Net assets, end of year
- $929,075
- Land, buildings and equipment
- $926,557
- Gross receipts
- $2,353,820
- Employees
- 57
- Volunteers
- 100
- Year formed
- 1991
- 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 |
|---|---|---|---|
| MADELIEF WELTERS | ADMINISTRATI Officer | 55 | $56,260 |
| MATT DIGIOVANNI | BOARD MEMBER Trustee or director | 3 | $0 |
| MICHELLE GULLAGE | BOARD MEMBER Trustee or director | 5 | $0 |
| TYLER KIMBERLEY | TREASURER Trustee or director, Officer | 3 | $0 |
| AMANDA CHURCHILL KIPP | SECRETARY Trustee or director, Officer | 4 | $0 |
| MARIA LEON | BOARD MEMBER Trustee or director | 5 | $0 |
| ANNIE MARTIN | BOARD CHAIR Trustee or director, Officer | 6 | $0 |
| LISA MASE | BOARD MEMBER Trustee or director | 2 | $0 |
| CAIT PETTEYS | BOARD MEMBER Trustee or director | 5 | $0 |
| JAMIE RENNER | BOARD MEMBER Trustee or director | 2 | $0 |
| PRAIRIE RUTH-DAVIS | BOARD CHAIR Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN BASOR | TREASURER Trustee or director | 5 | $0 |
| ALENA BERUBE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL CHARTRAND | SECRETARY Trustee or director | 3 | $0 |
| MICHELLE GULLAGE | BOARD MEMBER Trustee or director | 5 | $0 |
| STEPH KILLIAN | BOARD MEMBER Trustee or director | 1 | $0 |
| TYLER KIMBERLEY | TREASURER Trustee or director | 3 | $0 |
| AMANDA CHURCHILL KIPP | BOARD MEMBER Trustee or director | 3 | $0 |
| ANNIE MARTIN | BOARD CHAIR Trustee or director | 8 | $0 |
| LISA MASE | BOARD MEMBER Trustee or director | 8 | $0 |
| CAIT PETTEYS | BOARD MEMBER Trustee or director | 5 | $0 |
| JAMIE RENNER | BOARD MEMBER Trustee or director | 5 | $0 |
| PRAIRIE RUTH-DAVIS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2290 VT ROUTE 14 N, E MONTPELIER, VT 05651-4027
- Principal officer (990 for 2024)
- TYLER KIMBERLEY, 2290 VT ROUTE 14N, EAST MONTPELIER, VT 05651
- Signed the 990
- TYLER KIMBERLEY, TREASURER
- Phone
- (802) 456-7400
- Website
- WWW.OVWS.ORG
- Return prepared by
- BATCHELDER ASSOCIATES PC
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.
Program accomplishments
- 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.
- N/AExpenses $1,684,693
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
- 03-0330590
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $1,509,497
- Income (IRS master file)
- $2,353,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,353,820 | $2,145,279 | $1,509,497 | IRS |
| 990 | June 2024 | $1,823,724 | $1,950,877 | $1,207,074 | XML |
| 990 | June 2023 | $1,626,563 | $1,617,433 | $1,480,337 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 03-0330590).
Questions about ORCHARD VALLEY WALDORF SCHOOL
- What is the EIN of ORCHARD VALLEY WALDORF SCHOOL?
- The employer identification number (EIN) of ORCHARD VALLEY WALDORF SCHOOL is 03-0330590.
- Is ORCHARD VALLEY WALDORF SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ORCHARD VALLEY WALDORF SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORCHARD 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 ORCHARD 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 ORCHARD 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 ORCHARD VALLEY WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 names TYLER KIMBERLEY.
- Who are the officers and directors of ORCHARD VALLEY WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $56,260 (MADELIEF WELTERS, ADMINISTRATI).
- How much revenue does ORCHARD VALLEY WALDORF SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,353,820, expenses of $2,145,279 and total assets of $1,509,497 at year end.
Other nonprofits in E MONTPELIER
- VERMONT SOCIETY OF LAND SURVEYORS EDUCATION FOUNDATION INC EIN 03-0305818 · last filed 990-N for 2025
- WASHINGTON ELECTRIC CO-OPERATIVE INC EIN 03-0165895 · last filed 990 for 2025
- EAST MONTPELIER VOLUNTEER FIRE DEPT INC EIN 04-3355681 · last filed 990 for 2025
- MITZVAH FUND INC EIN 45-4307895 · last filed 990 for 2024
- TWIN VALLEY SENIORS INC EIN 22-3309872 · last filed 990 for 2025
- ALLTOGETHERNOW CORP EIN 03-0299675 · last filed 990-EZ for 2024
- VERMONT SPECIALTY FOODS ASSOCIATION EIN 03-0309219 · last filed 990 for 2025
- VERMONT SOCIETY OF LAND SURVEYORS INC EIN 03-0262609 · last filed 990-EZ for 2025