Nonprofit · EIN 04-2861201
WALDORF SCHOOL AT MORAINE FARM INC
Tax-exempt · BEVERLY, MA 01915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,986,167 | $2,065,416 | -$79,249 | $3,096,381 | $1,931,613 | $1,164,768 |
| June 30, 2024 | 990 | $1,965,105 | $2,274,133 | -$309,028 | $2,934,566 | $1,690,549 | $1,244,017 |
| June 30, 2023 | 990 | $1,991,219 | $2,076,263 | -$85,044 | $3,374,821 | $1,736,707 | $1,638,114 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $108,551
- Program service revenue
- $1,882,946
- Investment income
- $74
- Net income from sales of inventory
- -$5,404
- Other revenue
- -$5,404
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,256,773
- Salaries, compensation and benefits (total)
- $1,541,194
- Professional fundraising fees
- $0
- Accounting fees
- $21,310
- Occupancy
- $103,744
- Depreciation
- $92,982
- Program services (functional)
- $1,504,823
- Management and general (functional)
- $498,080
- Fundraising (functional)
- $62,513
Balance sheet and other
- Total assets, start of year
- $2,934,566
- Total assets, end of year
- $3,096,381
- Total liabilities, end of year
- $1,931,613
- Net assets, end of year
- $1,164,768
- Land, buildings and equipment
- $2,602,262
- Net assets without donor restrictions
- $1,164,768
- Gross receipts
- $2,005,583
- Employees
- 60
- Volunteers
- 50
- Year formed
- 1985
- State of legal domicile
- MA
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 |
|---|---|---|---|---|
| RACHEL MCCARTHY | TRUSTEE / ADMISSION DIRECT Trustee or director, Officer | 40 | $56,551 | $3,044 |
| REBECCA RUGO | PRESIDENT Trustee or director, Officer | 5 | $6,970 | $0 |
| SAMANTHA VONA | TREASURER Trustee or director | 5 | $0 | $0 |
| MARLENE DICKINSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KARL PULKKINEN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MARISA KOBUS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOANNA MACINNIS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| TIM SPITTLE | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VANYA YOORS | EX OFFICIO / TEACHER Trustee or director | 40 | $61,680 | $27,232 |
| MICHAEL SUMNER | TRUSTEE / DIRECTOR OF FINA Trustee or director | 40 | $57,848 | $13,926 |
| RACHEL MCCARTHY | TRUSTEE / ADMISSION DIRECTOR Trustee or director, Officer | 5 | $54,400 | $953 |
| REBECCA RUGO | PRESIDENT Trustee or director | 5 | $6,948 | $0 |
| RACHEL ANDERSON | TREASURER Trustee or director | 5 | $0 | $0 |
| MARLENE DICKINSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KARL PULKKINEN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANYA YOORS | EX OFFICIO / TEACHER Trustee or director | 40 | $81,578 |
| MICHAEL SUMNER | TRUSTEE / DIRECTOR OF FINANCE Trustee or director | 40 | $77,258 |
| RACHEL MCCARTHY | TRUSTEE / TEACHER Trustee or director, Officer | 5 | $52,000 |
| KATE HILL | TRUSTEE / TEACHER Trustee or director | 40 | $37,024 |
| RACHEL ANDERSON | TREASURER Trustee or director | 5 | $0 |
| MARLENE DICKINSON | TRUSTEE Trustee or director | 5 | $0 |
| KARL PULKKINEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| MATTHEW SUMNER | TRUSTEE Trustee or director, Officer | 5 | $0 |
| REBECCA RUGO | PRESIDENT Trustee or director | 5 | $0 |
| TIM BRAUGHLER | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 701 CABOT ST, BEVERLY, MA 01915-1027
- Principal officer (990 for 2024)
- SAMANTHA VONA, 701 CABOT STREET, BEVERLY, MA 01915
- Signed the 990
- EVELYNE HEBRAULT, BUSINESS MANAGER
- Phone
- (978) 927-8811
- Website
- WALDORFMORAINE.ORG
- Return prepared by
- GERALD T REILLY & COMPANY
Mission
THE MISSION OF WALDORF SCHOOL AT MORAINE FARM IS TO HELP STUDENTS DISCOVER AND DEVELOP THE INDIVIDUAL CAPACITIES SO THAT THEY CAN FULLY ENGAGE IN THE WORLD AND CONTRIBUTE MEANINGFULLY TO SOCIETY. WE AIM TO CULTIVATE CLARITY OF THINKING, COMPASSION AND MORAL STRENGTH, AND PURPOSEFUL ACTION IN OUR STUDENTS. OUR EDUCATIONAL APPROACH IS FOUNDED ON THE TIME-TESTED INSIGHTS INTO HUMAN DEVELOPMENT APPLIED BY WALDORF SCHOOLS THROUGHOUT THE WORLD. WE INTEGRATE A RICH AGE-APPROPRIATE CURRICULUM IN THE HUMANITIES, MATH AND SCIENCE, WITH MUSIC, VISUAL AND PRACTICAL ARTS AND MOVEMENT. WE WORK TO MAKE LESSONS ACTIVE, FILLED WITH IMAGINATION AND CONNECTED WITH PRACTICAL LIFE. WE RECOGNIZE THAT THE HEART OF EDUCATION IS THE RELATIONSHIP BETWEEN TEACHER AND STUDENTS, WHICH GROWS AND CHANGES TO MEET THE DISTINCT DEVELOPMENT STAGES OF THE CHILD BUILDING COMMUNITY IS ALSO VITAL TO OUR MISSION. FACULTY, PARENTS, ALUMNI, AND FRIENDS COLLABORATE TO TEND AND GROW THE SCHOOL, MODELING THE LIFELONG LEARNING.
Program accomplishments
- PROVIDE SCHOOLING FOR CHILDREN FROM NURSERY THROUGH GRADE 6 CLASSES, AS WELL AS OTHER PROGRAMING INCLUDING AFTER SCHOOL AND SUMMER CAMPS.Expenses $1,504,823 · revenue $1,877,542
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
- 04-2861201
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $3,096,381
- Income (IRS master file)
- $2,005,583
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,986,167 | $2,065,416 | $3,096,381 | IRS |
| 990 | June 2024 | $1,965,105 | $2,274,133 | $2,934,566 | IRS |
| 990 | June 2023 | $1,991,219 | $2,076,263 | $3,374,821 | XML |
| 990 | June 2022 | $2,082,039 | $1,800,628 | $3,535,958 | 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 04-2861201).
Questions about WALDORF SCHOOL AT MORAINE FARM INC
- What is the EIN of WALDORF SCHOOL AT MORAINE FARM INC?
- The employer identification number (EIN) of WALDORF SCHOOL AT MORAINE FARM INC is 04-2861201.
- Is WALDORF SCHOOL AT MORAINE FARM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WALDORF SCHOOL AT MORAINE FARM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF SCHOOL AT MORAINE FARM INC 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 WALDORF SCHOOL AT MORAINE FARM INC 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 WALDORF SCHOOL AT MORAINE FARM INC 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 WALDORF SCHOOL AT MORAINE FARM INC?
- The 990 for the year ended June 30, 2025 names SAMANTHA VONA.
- Who are the officers and directors of WALDORF SCHOOL AT MORAINE FARM INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 2 received compensation from the organization, the highest $56,551 (RACHEL MCCARTHY, TRUSTEE / ADMISSION DIRECT).
- How much revenue does WALDORF SCHOOL AT MORAINE FARM INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,986,167, expenses of $2,065,416 and total assets of $3,096,381 at year end.
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