Nonprofit · EIN 06-1310057
HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC
Tax-exempt · NEWTOWN, CT 06470
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,390,913 | $2,428,252 | -$37,339 | $4,308,411 | $856,997 | $3,451,414 |
| June 30, 2024 | 990 | $2,630,368 | $2,332,310 | $298,058 | $4,340,490 | $903,100 | $3,437,390 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $320,927
- Program service revenue
- $1,974,916
- Investment income
- $59,026
- Net gain from sales of assets
- $6,527
- Net income from fundraising events
- $35,807
- Net income from sales of inventory
- $237
- Other revenue
- $36,044
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $50,318
- Other salaries and wages
- $1,524,490
- Salaries, compensation and benefits (total)
- $1,817,669
- Professional fundraising fees
- $0
- Legal fees
- $6,244
- Accounting fees
- $13,800
- Occupancy
- $132,284
- Depreciation
- $150,721
- Program services (functional)
- $1,688,978
- Management and general (functional)
- $708,936
- Fundraising (functional)
- $30,338
Balance sheet and other
- Total assets, start of year
- $4,340,490
- Total assets, end of year
- $4,308,411
- Total liabilities, end of year
- $856,997
- Net assets, end of year
- $3,451,414
- Land, buildings and equipment
- $2,169,305
- Publicly traded securities
- $1,090,643
- Net assets without donor restrictions
- $2,372,104
- Net assets with donor restrictions
- $1,079,310
- Gross receipts
- $2,652,757
- Employees
- 72
- Volunteers
- 77
- Year formed
- 1992
- State of legal domicile
- CT
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 |
|---|---|---|---|
| Carrie Reilly | Trustee Trustee or director | 40 | $50,318 |
| Sara Wiley | Secretary Trustee or director, Officer | 1 | $0 |
| Naveen Terway | Treasurer Trustee or director, Officer | 1 | $0 |
| DR DAMIEN ORTELLI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| Allyse Sarubbi | Trustee Trustee or director | 1 | $0 |
| Amy Tilford | Vice-President Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Lucia Goode | Trustee Trustee or director | 40 | $0 | $67,707 |
| Carrie Reilly | Trustee Trustee or director | 40 | $0 | $49,577 |
| Sunshine Lucas | TRUSTEE Trustee or director | 1 | $0 | $0 |
| Sara Wiley | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Naveen Terway | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Natasha Daniels-Pearson | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Unschuld | Trustee Trustee or director | 1 | $0 | $0 |
| Bernardo Navarro | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DR DAMIEN ORTELLI | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 40 DODGINGTOWN RD, NEWTOWN, CT 06470-1861
- In care of
- % BETH SALVADOR
- Principal officer (990 for 2024)
- Naveen Terway, 40 Dodgingtown Road, Newtown, CT 06470
- Signed the 990
- Naveen Terway, TREASURER
- Phone
- (203) 364-1113
- Website
- http://www.waldorfct.org/
- Return prepared by
- Nanavaty Davenport Studley White
Mission
TO PROVIDE A LASTING EDUCATION THAT CULTIVATES RESILIENT AND CREATIVE HUMAN BEINGS WHO ARE CAPABLE OF FREE THINKING, CONFIDENT ACTION, AND DEEP CONNECTIONS WITH OTHERS AND THE WORLD.
Program accomplishments
- Pre-K, K-8 school program following the Waldorf principles which nurture the healthy development of the whole child.Expenses $1,688,978 · revenue $1,974,916
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
- 06-1310057
- 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
- Assets (IRS master file)
- $4,308,411
- Income (IRS master file)
- $2,652,757
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,390,913 | $2,428,252 | $4,308,411 | XML |
| 990 | June 2024 | $2,630,368 | $2,332,310 | $4,340,490 | XML |
| 990 | June 2023 | $2,142,063 | $2,307,820 | $4,046,425 | IRS |
| 990 | June 2022 | $2,414,039 | $2,310,278 | $4,123,834 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 06-1310057).
Questions about HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC
- What is the EIN of HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC?
- The employer identification number (EIN) of HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC is 06-1310057.
- Is HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION 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 HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION 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 HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION 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 HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names Naveen Terway.
- Who are the officers and directors of HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $50,318 (Carrie Reilly, Trustee).
- How much revenue does HOUSATONIC VALLEY WALDORF SCHOOL ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,390,913, expenses of $2,428,252 and total assets of $4,308,411 at year end.
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